iShares S&P 500 Value Index shares owned by Magnus Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Magnus Financial Group
from 13F filings
Historical chart of Magnus Financial Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Magnus Financial 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 Magnus Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 23k | 206.51 |
| 2025-06-30 | $4.4M | 23k | 195.42 |
| 2025-03-31 | $3.2M | 17k | 190.58 |
| 2024-12-31 | $2.8M | 15k | 190.88 |
| 2024-09-30 | $2.4M | 12k | 197.18 |
| 2024-06-30 | $2.3M | 12k | 182.02 |
| 2024-03-31 | $2.3M | 12k | 186.82 |
| 2023-09-30 | $2.0M | 13k | 153.84 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $2.7M | 18k | 145.07 |
| 2022-09-30 | $2.7M | 21k | 128.53 |
| 2022-06-30 | $2.9M | 21k | 137.45 |
| 2022-03-31 | $3.1M | 20k | 155.71 |
| 2021-12-31 | $2.2M | 14k | 156.65 |
| 2021-09-30 | $2.0M | 14k | 145.41 |
| 2021-06-30 | $2.0M | 14k | 147.63 |
| 2021-03-31 | $1.9M | 14k | 141.25 |
| 2020-12-31 | $1.0M | 8.1k | 128.01 |
| 2020-09-30 | $604k | 5.4k | 112.41 |
| 2020-06-30 | $582k | 5.4k | 108.18 |
| 2020-03-31 | $530k | 5.5k | 96.29 |
| 2019-12-31 | $458k | 3.5k | 130.22 |
| 2019-09-30 | $315k | 2.6k | 119.32 |
| 2019-06-30 | $308k | 2.6k | 116.67 |
| 2019-03-31 | $297k | 2.6k | 112.84 |