iShares S&P 500 Value Index shares owned by Change Path
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Change Path
from 13F filings
Historical chart of Change Path investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Change Path
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 211k | 206.51 |
| 2025-06-30 | $40M | 203k | 195.42 |
| 2025-03-31 | $34M | 180k | 190.58 |
| 2024-12-31 | $23M | 118k | 190.88 |
| 2024-09-30 | $23M | 115k | 197.17 |
| 2024-06-30 | $15M | 79k | 182.01 |
| 2024-03-31 | $21M | 112k | 186.83 |
| 2023-06-30 | $274k | 1.7k | 161.08 |
| 2022-03-31 | $201k | 1.3k | 155.69 |
| 2021-09-30 | $547k | 3.8k | 145.52 |
| 2021-06-30 | $228k | 1.5k | 147.67 |