iShares S&P 500 Value Index shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Beverly Hills 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 Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 1.6k | 206.52 |
| 2025-06-30 | $375k | 1.9k | 195.42 |
| 2025-03-31 | $290k | 1.5k | 190.60 |
| 2024-12-31 | $231k | 1.2k | 190.88 |
| 2024-09-30 | $274k | 1.4k | 197.17 |
| 2024-03-31 | $394k | 2.1k | 186.81 |
More positions owned by Beverly Hills Private Wealth
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