iShares S&P 500 Value Index shares owned by BIP Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BIP Wealth
from 13F filings
Historical chart of BIP 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 BIP 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 BIP Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.0k | 206.49 |
| 2025-06-30 | $411k | 2.1k | 195.38 |
| 2025-03-31 | $495k | 2.6k | 190.56 |
| 2024-12-31 | $488k | 2.6k | 190.87 |
| 2024-09-30 | $401k | 2.0k | 197.26 |
| 2024-06-30 | $370k | 2.0k | 182.07 |
| 2024-03-31 | $379k | 2.0k | 186.87 |
| 2023-12-31 | $381k | 2.2k | 173.93 |
| 2023-09-30 | $363k | 2.4k | 153.87 |