iShares S&P 500 Value Index shares owned by IFG Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by IFG Advisory 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 Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 39k | 206.51 |
| 2025-06-30 | $4.0M | 20k | 195.42 |
| 2025-03-31 | $2.6M | 13k | 190.58 |
| 2024-12-31 | $1.8M | 9.2k | 190.88 |
| 2024-06-30 | $1.9M | 10k | 182.02 |
| 2024-03-31 | $1.9M | 10k | 186.81 |
| 2022-09-30 | $345k | 2.7k | 128.54 |
| 2018-12-31 | $6.3M | 54k | 116.22 |