iShares S&P 500 Value Index shares owned by Fiduciary
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fiduciary
from 13F filings
Historical chart of Fiduciary investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Fiduciary 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 Fiduciary
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 1.2k | 206.52 |
| 2025-06-30 | $237k | 1.2k | 195.43 |
| 2025-03-31 | $231k | 1.2k | 190.59 |
| 2024-12-31 | $231k | 1.2k | 190.89 |
| 2024-09-30 | $239k | 1.2k | 197.18 |
| 2024-06-30 | $218k | 1.2k | 182.02 |
| 2024-03-31 | $223k | 1.2k | 186.82 |
| 2023-12-31 | $208k | 1.2k | 173.90 |