iShares S&P 500 Value Index shares owned by Austin Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Austin Private Wealth
from 13F filings
Historical chart of Austin Private Wealth 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 Austin Private Wealth 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 Austin Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 238k | 206.51 |
| 2025-06-30 | $48M | 244k | 195.42 |
| 2025-03-31 | $44M | 231k | 190.58 |
| 2024-12-31 | $28M | 148k | 190.88 |
| 2024-09-30 | $27M | 137k | 197.17 |
| 2024-06-30 | $23M | 124k | 182.01 |
| 2024-03-31 | $20M | 110k | 184.19 |