iShares S&P 500 Value Index shares owned by SevenBridge Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SevenBridge Financial
from 13F filings
Historical chart of SevenBridge Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by SevenBridge Financial 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 SevenBridge Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $205k | 868 | 235.78 |
| 2019-06-30 | $23k | 199 | 115.58 |
| 2019-03-31 | $22k | 199 | 110.55 |
| 2018-12-31 | $20k | 199 | 100.50 |
| 2018-09-30 | $23k | 199 | 115.58 |
| 2018-06-30 | $22k | 199 | 110.55 |
| 2018-03-31 | $22k | 199 | 110.55 |
| 2017-12-31 | $35k | 302 | 115.89 |
| 2017-09-30 | $3.0k | 26 | 115.38 |
| 2017-06-30 | $3.0k | 26 | 115.38 |