iShares S&P 500 Value Index shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Fiduciary Alliance 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 Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.9k | 206.52 |
| 2025-06-30 | $1.2M | 6.4k | 195.42 |
| 2025-03-31 | $948k | 5.0k | 190.59 |
| 2024-12-31 | $946k | 5.0k | 190.87 |
| 2024-09-30 | $972k | 4.9k | 197.19 |
| 2024-06-30 | $874k | 4.8k | 181.73 |
| 2024-03-31 | $898k | 4.8k | 185.66 |
| 2023-12-31 | $829k | 4.8k | 173.91 |
| 2023-09-30 | $726k | 4.7k | 153.84 |
| 2023-06-30 | $756k | 4.7k | 161.19 |
| 2023-03-31 | $710k | 4.7k | 151.76 |
| 2022-12-31 | $675k | 4.7k | 145.08 |