iShares S&P 500 Value Index shares owned by DDFG
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by DDFG
from 13F filings
Historical chart of DDFG investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by DDFG 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 DDFG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $26B | 121k | 212069.31 |
| 2025-09-30 | $25B | 122k | 206509.77 |
| 2025-06-30 | $24B | 120k | 195419.37 |
| 2025-03-31 | $22B | 117k | 190579.83 |
| 2024-12-31 | $22B | 116k | 190880.18 |
| 2024-09-30 | $23B | 117k | 197170.28 |
| 2024-06-30 | $21B | 118k | 182009.45 |
| 2024-03-31 | $22B | 120k | 186810.60 |
| 2023-09-30 | $19B | 126k | 153840.41 |
| 2023-06-30 | $21B | 128k | 161189.39 |
| 2023-03-31 | $20B | 129k | 151759.77 |
| 2022-12-31 | $19B | 130k | 145069.70 |