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iShares S&P 500 Value Index shares owned by Apollon Financial

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Apollon Financial from 13F filings

Historical chart of Apollon Financial 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 Apollon Financial 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 Apollon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 2.1k 206.49
2025-06-30 $254k 1.3k 195.42
2025-03-31 $248k 1.3k 190.58