iShares S&P 500 Value Index shares owned by Empirical Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Empirical Asset Management
from 13F filings
Historical chart of Empirical Asset Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Empirical Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 8.9k | 212.08 |
| 2025-09-30 | $1.8M | 8.6k | 206.51 |
| 2025-06-30 | $1.7M | 8.5k | 195.42 |
| 2025-03-31 | $1.6M | 8.3k | 190.59 |
| 2024-12-31 | $1.4M | 7.4k | 190.88 |
| 2024-09-30 | $1.5M | 7.5k | 197.16 |
| 2024-06-30 | $1.6M | 8.8k | 182.01 |
| 2021-12-31 | $1.5M | 9.4k | 156.61 |
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