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iShares S&P 500 Value Index shares owned by Principal Securities

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities 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 Principal Securities 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 Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 127k 197.17
2024-06-30 $22M 120k 182.01
2024-03-31 $22M 119k 186.81
2023-12-31 $21M 119k 173.89