iShares S&P 500 Value Index shares owned by Eagle Strategies
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Eagle Strategies
from 13F filings
Historical chart of Eagle Strategies investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Eagle Strategies 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 Eagle Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $859k | 4.2k | 206.52 |
| 2025-06-30 | $718k | 3.7k | 195.43 |
| 2025-03-31 | $684k | 3.6k | 190.56 |
| 2024-12-31 | $664k | 3.5k | 190.87 |
| 2024-09-30 | $622k | 3.2k | 197.17 |
| 2024-03-31 | $2.2M | 12k | 186.81 |
| 2023-12-31 | $529k | 3.0k | 173.89 |
| 2023-09-30 | $468k | 3.0k | 153.84 |
| 2023-06-30 | $490k | 3.0k | 161.19 |
| 2023-03-31 | $414k | 2.7k | 151.76 |