iShares S&P 500 Value Index shares owned by Kennedy Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kennedy Investment Group
from 13F filings
Historical chart of Kennedy Investment Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Kennedy Investment Group 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 Kennedy Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.5k | 206.51 |
| 2025-06-30 | $1.4M | 7.0k | 195.41 |
| 2025-03-31 | $1.3M | 6.7k | 190.57 |
| 2024-12-31 | $1.4M | 7.1k | 190.88 |
| 2024-09-30 | $1.4M | 7.3k | 197.18 |
| 2024-06-30 | $1.3M | 7.3k | 182.00 |
| 2024-03-31 | $1.4M | 7.4k | 186.80 |
| 2023-12-31 | $1.3M | 7.4k | 173.89 |
| 2023-09-30 | $1.1M | 7.4k | 153.84 |
| 2023-06-30 | $1.2M | 7.5k | 161.19 |
| 2023-03-31 | $1.3M | 8.5k | 151.77 |
| 2022-12-31 | $1.3M | 8.8k | 145.06 |