iShares S&P 500 Value Index shares owned by PFG Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PFG Investments
from 13F filings
Historical chart of PFG Investments 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 PFG Investments 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 PFG Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 7.0k | 206.52 |
| 2025-06-30 | $1.4M | 7.0k | 195.43 |
| 2025-03-31 | $1.3M | 7.0k | 190.58 |
| 2024-12-31 | $1.3M | 6.8k | 190.89 |
| 2024-09-30 | $1.3M | 6.4k | 197.18 |
| 2024-06-30 | $710k | 3.9k | 181.99 |
| 2024-03-31 | $592k | 3.2k | 186.82 |
| 2023-12-31 | $513k | 2.9k | 173.86 |
| 2023-09-30 | $458k | 3.0k | 153.86 |
| 2023-06-30 | $508k | 3.1k | 161.21 |
| 2023-03-31 | $488k | 3.2k | 151.75 |