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iShares S&P 500 Value Index shares owned by Investor's Fiduciary Advisor Network

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Investor's Fiduciary Advisor Network from 13F filings

Historical chart of Investor's Fiduciary Advisor Network 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 Investor's Fiduciary Advisor Network 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 Investor's Fiduciary Advisor Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 5.3k 206.45
2025-06-30 $1.0M 5.4k 195.26
2025-03-31 $844k 4.4k 190.43