iShares S&P 500 Value Index shares owned by Security Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Security Financial Services
from 13F filings
Historical chart of Security Financial Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Security Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 107k | 206.51 |
| 2025-06-30 | $20M | 102k | 195.42 |
| 2025-03-31 | $16M | 83k | 190.58 |
| 2024-12-31 | $10M | 53k | 190.88 |
| 2024-09-30 | $10M | 53k | 197.17 |
| 2024-06-30 | $9.4M | 52k | 182.01 |
| 2024-03-31 | $9.1M | 49k | 186.81 |
| 2023-12-31 | $609k | 3.5k | 173.89 |
| 2023-09-30 | $792k | 5.1k | 153.84 |
| 2023-06-30 | $1.4M | 8.9k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $2.6M | 18k | 145.07 |
| 2022-09-30 | $2.2M | 17k | 128.52 |
| 2022-06-30 | $1.9M | 14k | 137.49 |
| 2022-03-31 | $505k | 3.2k | 155.82 |
| 2021-12-31 | $861k | 5.5k | 156.60 |
More positions owned by Security Financial Services
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