iShares S&P 500 Value Index shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Forum Private Client Group 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 Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.9k | 206.52 |
| 2025-06-30 | $1.1M | 5.8k | 195.42 |
| 2025-03-31 | $1.0M | 5.5k | 190.58 |
| 2024-12-31 | $1.1M | 5.5k | 190.87 |
| 2024-09-30 | $1.1M | 5.6k | 197.16 |
| 2024-03-31 | $1.0M | 5.6k | 186.82 |
| 2023-12-31 | $957k | 5.5k | 173.90 |
| 2023-06-30 | $913k | 5.7k | 161.19 |
| 2023-03-31 | $864k | 5.7k | 151.77 |
| 2022-12-31 | $880k | 6.1k | 145.08 |
| 2022-09-30 | $788k | 6.1k | 128.51 |
| 2022-06-30 | $844k | 6.1k | 137.46 |
| 2022-03-31 | $835k | 5.4k | 155.75 |
More positions owned by Forum Private Client Group
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