Edmond De Rothschild Holding »

iShares S&P 500 Value Index shares owned by Edmond De Rothschild Holding

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Edmond De Rothschild Holding from 13F filings

Historical chart of Edmond De Rothschild Holding 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 Edmond De Rothschild Holding 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 Edmond De Rothschild Holding

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 87 212.07
2025-09-30 $2.3M 11k 206.51
2025-06-30 $6.9M 35k 195.42
2025-03-31 $8.5M 45k 190.58
2024-12-31 $8.3M 43k 190.88
2024-09-30 $9.9M 50k 197.17
2023-09-30 $154k 1.0k 153.84
2023-06-30 $161k 1.0k 161.19
2017-03-31 $504k 4.8k 104.13
2016-12-31 $330k 3.3k 101.23