iShares S&P 500 Value Index shares owned by Plan
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Plan
from 13F filings
Historical chart of Plan investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $572k | 2.9k | 195.39 |
| 2025-03-31 | $558k | 2.9k | 190.55 |
| 2024-12-31 | $559k | 2.9k | 190.91 |
| 2024-09-30 | $578k | 2.9k | 197.20 |
| 2024-06-30 | $541k | 3.0k | 182.04 |
| 2024-03-31 | $542k | 2.9k | 186.84 |
| 2023-12-31 | $491k | 2.8k | 173.92 |
| 2023-09-30 | $435k | 2.8k | 153.87 |
| 2023-06-30 | $551k | 3.4k | 161.19 |
| 2023-03-31 | $519k | 3.4k | 151.76 |
| 2022-12-31 | $496k | 3.4k | 145.07 |
| 2022-09-30 | $510k | 4.0k | 128.53 |
| 2022-06-30 | $493k | 3.6k | 137.33 |
| 2022-03-31 | $586k | 3.8k | 155.85 |
| 2021-12-31 | $589k | 3.8k | 156.65 |
| 2021-09-30 | $547k | 3.8k | 145.48 |
| 2021-06-30 | $645k | 4.4k | 147.63 |
| 2021-03-31 | $617k | 4.4k | 141.22 |
| 2020-12-31 | $559k | 4.4k | 128.09 |
| 2020-09-30 | $343k | 3.1k | 112.46 |
| 2020-06-30 | $408k | 3.8k | 108.19 |
| 2020-03-31 | $394k | 4.1k | 96.36 |
| 2019-12-31 | $738k | 5.7k | 130.07 |
| 2019-09-30 | $638k | 5.4k | 119.12 |
| 2019-06-30 | $624k | 5.4k | 116.50 |
| 2019-03-31 | $604k | 5.4k | 112.77 |
| 2018-12-31 | $708k | 7.0k | 101.07 |
| 2018-09-30 | $874k | 7.5k | 115.84 |
| 2018-06-30 | $831k | 7.5k | 110.14 |
| 2018-03-31 | $824k | 7.5k | 109.21 |
| 2017-12-31 | $513k | 4.5k | 114.13 |
| 2017-09-30 | $314k | 2.9k | 107.90 |
| 2017-06-30 | $305k | 2.9k | 104.81 |
| 2017-03-31 | $303k | 2.9k | 104.12 |
| 2016-12-31 | $295k | 2.9k | 101.37 |
| 2014-03-31 | $449k | 5.2k | 86.93 |