iShares S&P 500 Value Index shares owned by IFG Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by IFG Advisors
from 13F filings
Historical chart of IFG Advisors 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 IFG Advisors 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 IFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 2.2k | 206.46 |
| 2025-06-30 | $419k | 2.1k | 195.43 |
| 2025-03-31 | $408k | 2.1k | 190.54 |
| 2024-12-31 | $434k | 2.3k | 190.90 |
| 2024-09-30 | $448k | 2.3k | 197.17 |
| 2024-06-30 | $388k | 2.1k | 181.98 |
| 2024-03-31 | $385k | 2.1k | 186.82 |
| 2023-12-31 | $358k | 2.1k | 173.86 |
| 2023-09-30 | $315k | 2.1k | 153.85 |
| 2023-06-30 | $331k | 2.1k | 161.20 |
| 2023-03-31 | $311k | 2.0k | 151.73 |
| 2022-12-31 | $297k | 2.0k | 145.08 |
| 2022-09-30 | $304k | 2.4k | 128.60 |