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iShares S&P 500 Value Index shares owned by Family Office Research

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

Historical chart of Family Office Research 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 Office Research 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 Office Research

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 1.6k 206.60
2025-06-30 $306k 1.6k 195.47
2025-03-31 $304k 1.6k 190.60
2024-12-31 $359k 1.9k 190.94

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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Ishares Tr Russell 3000 Etf (IWV)
Raytheon Technologies Corp (RTX)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Family Office Research

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