iShares S&P 500 Value Index shares owned by Security National Bank
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank 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 Security National Bank 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 Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $118k | 569 | 206.51 |
| 2025-06-30 | $111k | 569 | 195.42 |
| 2025-03-31 | $108k | 569 | 190.58 |
| 2024-12-31 | $109k | 569 | 190.88 |
| 2024-09-30 | $112k | 569 | 197.17 |
| 2024-06-30 | $104k | 569 | 182.01 |
| 2024-03-31 | $121k | 650 | 186.81 |