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iShares S&P 500 Value Index shares owned by Ehrlich Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ehrlich Financial Group from 13F filings

Historical chart of Ehrlich Financial Group 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 Ehrlich Financial Group 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 Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 38k 197.17
2024-06-30 $7.9M 44k 182.01
2024-03-31 $6.5M 35k 186.81