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iShares S&P 500 Value Index shares owned by Genesis Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Genesis Financial Group from 13F filings

Historical chart of Genesis Financial Group 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 Genesis Financial 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 Genesis Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 2.1k 212.07

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