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
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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 |
|---|---|---|---|
| 2025-09-30 | $8.9M | 43k | 206.51 |
| 2025-06-30 | $8.1M | 42k | 195.42 |
| 2025-03-31 | $8.1M | 42k | 190.58 |
| 2024-12-31 | $7.0M | 37k | 190.88 |
| 2024-09-30 | $7.4M | 38k | 197.17 |
| 2024-06-30 | $7.9M | 44k | 182.01 |
| 2024-03-31 | $6.5M | 35k | 186.81 |