iShares S&P 500 Value Index shares owned by Family Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group 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 Wealth Group 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 Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $902k | 4.4k | 206.53 |
| 2025-06-30 | $675k | 3.5k | 195.42 |
| 2024-12-31 | $500k | 2.6k | 190.86 |
| 2024-09-30 | $390k | 2.0k | 197.19 |
| 2024-06-30 | $319k | 1.8k | 182.05 |
| 2024-03-31 | $337k | 1.8k | 186.83 |