iShares S&P 500 Value Index shares owned by Invst
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Invst
from 13F filings
Historical chart of Invst investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Invst
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $14M | 69k | 195.42 |
| 2025-03-31 | $10M | 53k | 190.58 |
| 2024-12-31 | $12M | 64k | 190.88 |
| 2024-09-30 | $12M | 60k | 197.17 |
| 2024-06-30 | $16M | 86k | 181.06 |
| 2024-03-31 | $13M | 71k | 185.67 |
| 2023-12-31 | $12M | 70k | 175.18 |
| 2023-09-30 | $245k | 1.6k | 153.84 |