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iShares S&P 500 Value Index shares owned by Eq

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

Historical chart of Eq 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 Eq 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 Eq

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 12k 206.51
2025-06-30 $2.1M 11k 195.42
2025-03-31 $14M 72k 190.58
2024-12-31 $12M 65k 190.88
2024-09-30 $7.5M 38k 197.17
2024-06-30 $6.0M 33k 182.01
2024-03-31 $6.0M 32k 186.81