iShares S&P 500 Value Index shares owned by Commonwealth Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Commonwealth Financial Services
from 13F filings
Historical chart of Commonwealth Financial Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Commonwealth Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 14k | 212.08 |
| 2025-09-30 | $2.6M | 13k | 206.51 |
| 2025-06-30 | $1.9M | 9.6k | 195.42 |
| 2025-03-31 | $1.6M | 8.6k | 190.57 |
| 2024-12-31 | $1.2M | 6.5k | 190.87 |
| 2024-09-30 | $1.2M | 6.1k | 196.67 |
| 2024-06-30 | $1.2M | 6.5k | 181.64 |
| 2024-03-31 | $3.7M | 21k | 173.89 |
| 2023-12-31 | $3.7M | 21k | 173.89 |
| 2023-09-30 | $305k | 2.0k | 153.85 |
| 2017-03-31 | $25k | 242 | 103.31 |
| 2016-12-31 | $88k | 868 | 101.38 |
| 2016-06-30 | $138k | 1.5k | 92.62 |
More positions owned by Commonwealth Financial Services
View all positions for Commonwealth Financial Services