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iShares S&P 500 Value Index shares owned by Endeavor Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Endeavor Private Wealth from 13F filings

Historical chart of Endeavor Private Wealth 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 Endeavor Private Wealth 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 Endeavor Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.3M 45k 206.48
2025-06-30 $6.2M 32k 195.42
2025-03-31 $4.8M 25k 190.59
2024-12-31 $2.2M 12k 190.88