iShares S&P 500 Value Index shares owned by OMNI 360 Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by OMNI 360 Wealth
from 13F filings
Historical chart of OMNI 360 Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by OMNI 360 Wealth 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 OMNI 360 Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.1M | 9.8k | 211.15 |
| 2025-12-31 | $1.7M | 7.7k | 217.38 |
| 2025-09-30 | $1.3M | 6.3k | 206.51 |
| 2025-06-30 | $1.2M | 6.1k | 195.42 |
| 2025-03-31 | $956k | 5.0k | 190.58 |
| 2024-12-31 | $793k | 4.2k | 190.88 |
| 2024-09-30 | $746k | 3.8k | 197.17 |
| 2024-06-30 | $621k | 3.4k | 182.01 |
| 2024-03-31 | $468k | 2.5k | 186.81 |