iShares S&P 500 Value Index shares owned by Fundamentun
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 1.9k | 206.60 |
| 2025-06-30 | $402k | 2.1k | 195.45 |
| 2025-03-31 | $272k | 1.4k | 190.65 |
| 2024-12-31 | $258k | 1.3k | 190.93 |
| 2024-09-30 | $264k | 1.3k | 197.22 |
| 2024-06-30 | $294k | 1.6k | 182.01 |
| 2024-03-31 | $291k | 1.6k | 186.91 |