iShares S&P 500 Value Index shares owned by Global Financial Private Client
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Global Financial Private Client
from 13F filings
Historical chart of Global Financial Private Client investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Global Financial Private Client
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $406k | 1.9k | 211.15 |
| 2025-12-31 | $295k | 1.4k | 212.07 |
| 2025-09-30 | $291k | 1.4k | 206.51 |
| 2025-06-30 | $269k | 1.4k | 195.42 |
| 2025-03-31 | $225k | 1.2k | 190.58 |
| 2024-12-31 | $152k | 794 | 190.88 |
| 2024-09-30 | $166k | 843 | 197.17 |
| 2024-06-30 | $158k | 867 | 182.01 |
| 2024-03-31 | $123k | 660 | 185.67 |
| 2020-06-30 | $26k | 241 | 108.19 |
| 2020-03-31 | $22k | 241 | 91.94 |
| 2019-12-31 | $31k | 241 | 130.09 |
More positions owned by Global Financial Private Client
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