iShares S&P 500 Value Index shares owned by Omnia Family Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Omnia Family Wealth
from 13F filings
Historical chart of Omnia Family Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Omnia Family 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 Omnia Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $207k | 913 | 227.06 |
| 2019-03-31 | $36k | 319 | 112.85 |
| 2018-12-31 | $32k | 319 | 100.31 |
| 2018-09-30 | $37k | 319 | 115.99 |
| 2018-06-30 | $35k | 319 | 109.72 |
| 2018-03-31 | $35k | 319 | 109.72 |
| 2017-12-31 | $36k | 319 | 112.85 |
| 2017-09-30 | $34k | 319 | 106.58 |
| 2017-06-30 | $33k | 319 | 103.45 |
| 2017-03-31 | $33k | 319 | 103.45 |