iShares S&P 500 Value Index shares owned by DecisionPoint Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by DecisionPoint Financial
from 13F filings
Historical chart of DecisionPoint Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by DecisionPoint Financial 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 DecisionPoint Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 81 | 207.04 |
| 2025-06-30 | $16k | 81 | 197.31 |
| 2025-03-31 | $15k | 81 | 190.58 |
| 2024-12-31 | $16k | 81 | 190.89 |
| 2024-09-30 | $16k | 81 | 197.17 |
| 2024-06-30 | $15k | 81 | 190.70 |
| 2024-03-31 | $15k | 81 | 180.16 |
| 2023-12-31 | $14k | 81 | 173.90 |