iShares S&P 500 Value Index shares owned by JSF Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.0k | 206.49 |
| 2025-06-30 | $1.3M | 6.4k | 195.43 |
| 2025-03-31 | $1.3M | 6.9k | 190.59 |
| 2024-12-31 | $21M | 108k | 190.88 |
| 2024-09-30 | $21M | 106k | 197.17 |
| 2024-06-30 | $19M | 106k | 182.01 |
| 2024-03-31 | $19M | 104k | 186.81 |
| 2023-09-30 | $12M | 77k | 153.84 |
| 2023-06-30 | $9.1M | 56k | 161.19 |
| 2023-03-31 | $8.8M | 58k | 151.76 |
| 2022-12-31 | $8.7M | 60k | 145.07 |
| 2022-09-30 | $6.8M | 53k | 128.51 |
| 2022-06-30 | $5.7M | 42k | 137.47 |
| 2022-03-31 | $2.0M | 13k | 155.71 |
| 2021-12-31 | $648k | 4.1k | 156.60 |
| 2021-09-30 | $508k | 3.5k | 145.48 |
| 2021-06-30 | $516k | 3.5k | 147.51 |
| 2021-03-31 | $502k | 3.6k | 141.21 |
| 2020-12-31 | $484k | 3.8k | 128.14 |
| 2020-09-30 | $442k | 3.9k | 112.33 |
| 2020-06-30 | $500k | 4.6k | 108.32 |
| 2020-03-31 | $497k | 5.2k | 96.30 |
| 2019-12-31 | $913k | 7.0k | 130.11 |
| 2019-09-30 | $970k | 8.1k | 119.11 |
| 2019-06-30 | $963k | 8.3k | 116.59 |
| 2019-03-31 | $915k | 8.1k | 112.77 |
| 2018-12-31 | $13M | 127k | 101.14 |