iShares S&P 500 Value Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 11k | 195.42 |
| 2025-03-31 | $2.0M | 11k | 190.58 |
| 2024-12-31 | $2.0M | 11k | 190.89 |
| 2024-09-30 | $2.1M | 10k | 197.17 |
| 2024-06-30 | $1.9M | 10k | 182.02 |
| 2024-03-31 | $1.9M | 10k | 186.81 |
| 2023-12-31 | $1.8M | 11k | 173.89 |
| 2023-09-30 | $1.6M | 10k | 153.84 |
| 2023-06-30 | $1.7M | 10k | 161.19 |
| 2023-03-31 | $1.6M | 10k | 151.76 |
| 2022-12-31 | $1.5M | 10k | 145.07 |
| 2022-09-30 | $1.3M | 10k | 128.55 |
| 2022-06-30 | $1.6M | 10k | 156.65 |
| 2022-03-31 | $1.6M | 10k | 156.65 |
| 2021-12-31 | $1.6M | 10k | 156.65 |
| 2021-09-30 | $1.5M | 10k | 152.98 |
| 2021-06-30 | $1.5M | 10k | 147.65 |
| 2021-03-31 | $1.4M | 9.9k | 141.23 |
| 2020-12-31 | $1.3M | 9.9k | 131.02 |
| 2020-09-30 | $1.1M | 9.8k | 112.41 |
| 2020-06-30 | $1.1M | 9.8k | 108.19 |
| 2020-03-31 | $928k | 9.6k | 96.25 |
| 2019-12-31 | $1.4M | 11k | 130.08 |
| 2019-09-30 | $1.3M | 11k | 119.16 |
| 2019-06-30 | $1.3M | 11k | 116.56 |
| 2019-03-31 | $1.2M | 11k | 112.76 |
| 2018-12-31 | $1.1M | 11k | 101.14 |
| 2018-09-30 | $1.2M | 11k | 115.84 |
| 2018-06-30 | $1.2M | 11k | 110.13 |
| 2018-03-31 | $1.0M | 9.3k | 109.39 |
| 2017-12-31 | $1.1M | 9.3k | 114.26 |
| 2017-09-30 | $995k | 9.2k | 107.86 |
| 2017-06-30 | $925k | 8.8k | 105.01 |
| 2017-03-31 | $960k | 9.2k | 104.08 |
| 2016-12-31 | $1.0M | 10k | 101.33 |
| 2016-09-30 | $966k | 10k | 94.91 |
| 2016-06-30 | $968k | 10k | 92.92 |
| 2016-03-31 | $933k | 10k | 89.96 |
| 2015-12-31 | $909k | 10k | 88.50 |
| 2015-09-30 | $859k | 10k | 84.04 |
| 2015-06-30 | $959k | 10k | 92.24 |
| 2015-03-31 | $958k | 10k | 92.54 |
| 2014-12-31 | $966k | 10k | 93.73 |