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iShares S&P 500 Value Index shares owned by Princeton Global Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Princeton Global Asset Management from 13F filings

Historical chart of Princeton Global Asset Management 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 Princeton Global Asset Management 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 Princeton Global Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 1.1k 212.07
2025-09-30 $21k 100 206.51
2019-06-30 $24k 207 115.94
2019-03-31 $23k 207 111.11