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iShares S&P 500 Value Index shares owned by Foster Dykema Cabot & Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Foster Dykema Cabot & Partners from 13F filings

Historical chart of Foster Dykema Cabot & Partners 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 Foster Dykema Cabot & Partners 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 Foster Dykema Cabot & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $106k 512 206.51
2025-06-30 $100k 512 195.42
2025-03-31 $98k 512 190.58
2024-12-31 $98k 512 190.88
2024-09-30 $101k 512 197.17

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