iShares S&P 500 Value Index shares owned by Financial Enhancement
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Enhancement
from 13F filings
Historical chart of Financial Enhancement investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Financial Enhancement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 32k | 208.47 |
| 2025-06-30 | $6.5M | 33k | 197.89 |
| 2025-03-31 | $5.8M | 33k | 177.98 |
| 2024-12-31 | $10M | 55k | 189.42 |
| 2024-09-30 | $6.0M | 40k | 150.22 |
| 2024-06-30 | $9.9M | 52k | 189.27 |
| 2024-03-31 | $9.3M | 52k | 178.52 |
| 2023-12-31 | $8.7M | 51k | 171.09 |
| 2023-09-30 | $5.8M | 38k | 155.16 |
| 2023-06-30 | $6.2M | 38k | 164.40 |
| 2023-03-31 | $6.0M | 40k | 150.22 |
| 2022-12-31 | $7.0M | 45k | 156.17 |
| 2022-09-30 | $6.6M | 51k | 128.53 |
| 2022-06-30 | $8.4M | 61k | 137.47 |
| 2022-03-31 | $8.0M | 52k | 155.72 |
| 2020-06-30 | $1.6M | 15k | 108.21 |