iShares S&P 500 Value Index shares owned by Novak & Powell Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Novak & Powell Financial Services
from 13F filings
Historical chart of Novak & Powell Financial Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Novak & Powell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $780k | 3.8k | 206.51 |
| 2025-03-31 | $673k | 3.5k | 190.58 |
| 2024-12-31 | $758k | 4.0k | 190.88 |
| 2024-09-30 | $716k | 3.6k | 197.17 |
| 2024-06-30 | $661k | 3.6k | 182.01 |
| 2023-12-31 | $655k | 3.7k | 174.90 |
More positions owned by Novak & Powell Financial Services
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