iShares S&P 500 Value Index shares owned by Heritage Family Offices
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 1.6k | 206.53 |
| 2025-06-30 | $278k | 1.5k | 188.81 |
| 2025-03-31 | $280k | 1.5k | 190.60 |
| 2024-12-31 | $267k | 1.4k | 190.93 |
| 2024-09-30 | $224k | 1.1k | 197.25 |