iShares S&P 500 Value Index shares owned by Callan Family Office
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Callan Family Office
from 13F filings
Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 106k | 206.51 |
| 2025-06-30 | $22M | 112k | 195.42 |
| 2025-03-31 | $23M | 119k | 190.58 |
| 2024-12-31 | $20M | 102k | 190.88 |
| 2024-09-30 | $18M | 91k | 197.17 |
| 2024-06-30 | $15M | 82k | 182.01 |
| 2024-03-31 | $15M | 78k | 186.81 |
| 2023-09-30 | $12M | 77k | 153.84 |
| 2023-06-30 | $13M | 77k | 161.19 |
| 2023-03-31 | $12M | 77k | 151.76 |
| 2022-12-31 | $11M | 77k | 145.07 |