iShares S&P 500 Value Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 821 | 206.58 |
| 2025-06-30 | $94k | 483 | 195.52 |
| 2025-03-31 | $92k | 481 | 190.66 |
| 2024-12-31 | $92k | 479 | 191.01 |
| 2024-09-30 | $94k | 477 | 197.03 |
| 2024-06-30 | $86k | 474 | 181.98 |
| 2024-03-31 | $88k | 472 | 186.69 |
| 2023-12-31 | $82k | 470 | 173.72 |
| 2023-09-30 | $72k | 465 | 153.80 |
| 2023-06-30 | $75k | 465 | 161.14 |
| 2023-03-31 | $70k | 463 | 151.84 |
| 2022-12-31 | $67k | 461 | 145.09 |
| 2022-09-30 | $59k | 458 | 128.64 |
| 2022-06-30 | $63k | 455 | 137.54 |
| 2022-03-31 | $71k | 453 | 155.83 |
| 2021-12-31 | $71k | 451 | 156.73 |
| 2021-09-30 | $65k | 449 | 145.43 |
| 2021-06-30 | $66k | 446 | 147.79 |
| 2021-03-31 | $445k | 63k | 7.08 |
| 2020-12-31 | $57k | 443 | 127.94 |
| 2020-09-30 | $261k | 2.3k | 112.45 |
| 2020-06-30 | $250k | 2.3k | 108.22 |
| 2020-03-31 | $221k | 2.3k | 96.26 |
| 2019-12-31 | $296k | 2.3k | 130.07 |