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iShares S&P 500 Value Index shares owned by Richmond Investment Services

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

Historical chart of Richmond Investment Services 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 Richmond Investment Services 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 Richmond Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 6.2k 206.50
2025-06-30 $1.1M 5.6k 195.39