iShares S&P 500 Value Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management 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 Forte Asset Management 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 Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 30k | 206.51 |
| 2025-06-30 | $4.8M | 25k | 195.42 |
| 2025-03-31 | $11M | 57k | 190.58 |
| 2024-12-31 | $9.3M | 49k | 190.88 |
| 2024-09-30 | $9.6M | 49k | 197.17 |
| 2024-06-30 | $7.1M | 39k | 182.01 |
| 2024-03-31 | $4.7M | 25k | 186.81 |