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iShares S&P 500 Value Index shares owned by Family Management Corporation

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

Historical chart of Family Management Corporation 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 Family Management Corporation 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $142k 685 206.51
2025-06-30 $134k 685 195.42
2025-03-31 $101k 530 190.58
2024-12-31 $101k 530 190.88

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