iShares S&P 500 Value Index shares owned by Paladin Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Paladin Advisory Group
from 13F filings
Historical chart of Paladin Advisory Group investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Paladin Advisory 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 Paladin Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $62k | 302 | 206.51 |
| 2025-06-30 | $59k | 302 | 195.42 |
| 2025-03-31 | $58k | 302 | 190.58 |
| 2024-12-31 | $58k | 302 | 190.88 |
| 2024-09-30 | $60k | 302 | 197.17 |
| 2024-06-30 | $55k | 302 | 181.06 |
| 2024-03-31 | $56k | 302 | 185.67 |
| 2023-12-31 | $53k | 302 | 173.89 |
| 2023-09-30 | $47k | 302 | 153.84 |