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iShares S&P 500 Value Index shares owned by Afg Fiduciary Services Limited Partnership

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Afg Fiduciary Services Limited Partnership from 13F filings

Historical chart of Afg Fiduciary Services Limited Partnership investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Afg Fiduciary Services Limited Partnership consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Afg Fiduciary Services Limited Partnership

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 10k 184.22
2023-12-31 $2.2M 12k 174.97
2023-09-30 $1.9M 13k 153.40
2023-06-30 $2.9M 18k 163.78
2023-03-31 $3.4M 22k 151.76
2022-12-31 $3.2M 22k 145.07
2022-09-30 $3.0M 24k 128.52
2022-06-30 $944k 6.9k 137.45