Fiduciary »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Fiduciary consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Fiduciary

Quarter filed Position value Share count Share price at filing
2024-06-30 $218k 1.2k 182.02
2024-03-31 $223k 1.2k 186.82
2023-12-31 $208k 1.2k 173.90