iShares S&P 500 Value Index shares owned by Finley Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Finley Financial
from 13F filings
Historical chart of Finley Financial 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 Finley Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Finley Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 9.1k | 206.51 |
| 2025-06-30 | $1.8M | 9.1k | 195.42 |
| 2025-03-31 | $1.7M | 9.1k | 183.32 |
| 2024-12-31 | $1.8M | 9.3k | 192.70 |