iShares S&P 500 Value Index shares owned by Atomi Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atomi Financial Group
from 13F filings
Historical chart of Atomi Financial Group 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 Atomi Financial Group 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 Atomi Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.3k | 206.50 |
| 2025-06-30 | $2.2M | 11k | 195.42 |
| 2025-03-31 | $2.1M | 11k | 190.58 |
| 2024-12-31 | $1.8M | 9.2k | 190.87 |
| 2024-09-30 | $356k | 1.8k | 197.21 |
| 2024-06-30 | $345k | 1.9k | 182.02 |
| 2024-03-31 | $380k | 2.0k | 186.77 |