iShares S&P 500 Value Index shares owned by ORG Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by ORG Partners
from 13F filings
Historical chart of ORG Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by ORG Partners 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 ORG Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 15k | 212.07 |
| 2025-09-30 | $1.7M | 8.4k | 206.51 |
| 2025-06-30 | $1.0M | 5.1k | 197.27 |
| 2025-03-31 | $194k | 1.0k | 190.32 |
| 2024-12-31 | $113k | 590 | 190.85 |
| 2024-09-30 | $135k | 682 | 197.17 |
| 2024-06-30 | $150k | 831 | 181.03 |
| 2023-12-31 | $2.5k | 14 | 176.21 |
| 2023-06-30 | $152k | 943 | 161.51 |