iShares S&P 500 Value Index shares owned by Colony Family Offices
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Colony Family Offices
from 13F filings
Historical chart of Colony Family Offices investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Colony Family Offices 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 Colony Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 273 | 206.51 |
| 2025-06-30 | $83k | 427 | 195.42 |
| 2025-03-31 | $52k | 273 | 190.58 |
| 2024-12-31 | $52k | 273 | 190.88 |
| 2024-09-30 | $54k | 273 | 197.17 |
| 2024-06-30 | $28k | 154 | 182.01 |
| 2024-03-31 | $29k | 154 | 186.81 |
| 2023-12-31 | $27k | 154 | 173.89 |
| 2023-09-30 | $27k | 175 | 154.68 |
| 2023-06-30 | $28k | 175 | 161.19 |
| 2023-03-31 | $30k | 198 | 151.76 |
| 2022-12-31 | $31k | 215 | 145.07 |
| 2022-09-30 | $32k | 247 | 129.55 |