iShares S&P 500 Value Index shares owned by Key FInancial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial 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 Key FInancial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $667k | 3.2k | 207.03 |
| 2025-06-30 | $632k | 3.2k | 195.42 |
| 2025-03-31 | $616k | 3.2k | 190.58 |
| 2024-12-31 | $592k | 3.1k | 190.88 |
| 2024-09-30 | $626k | 3.2k | 197.17 |
| 2024-06-30 | $578k | 3.2k | 182.01 |
| 2024-03-31 | $552k | 3.2k | 173.89 |
| 2023-12-31 | $552k | 3.2k | 173.89 |
| 2023-09-30 | $488k | 3.2k | 153.84 |
| 2023-06-30 | $519k | 3.2k | 161.19 |
| 2023-03-31 | $372k | 2.5k | 151.76 |
| 2022-12-31 | $265k | 2.1k | 128.52 |
| 2022-09-30 | $265k | 2.1k | 128.52 |
| 2022-06-30 | $286k | 2.1k | 139.11 |
| 2022-03-31 | $168k | 1.1k | 155.56 |
| 2021-12-31 | $169k | 1.1k | 156.48 |
| 2021-09-30 | $155k | 1.1k | 145.27 |
| 2021-06-30 | $159k | 1.1k | 149.02 |
| 2021-03-31 | $151k | 1.1k | 141.52 |
| 2020-12-31 | $137k | 1.1k | 128.40 |
| 2020-03-31 | $56k | 571 | 98.07 |