iShares S&P 500 Value Index shares owned by Sharkey, Howes & Javer
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sharkey, Howes & Javer
from 13F filings
Historical chart of Sharkey, Howes & Javer investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Sharkey, Howes & Javer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 143k | 206.51 |
| 2025-06-30 | $26M | 135k | 195.42 |
| 2025-03-31 | $24M | 124k | 190.58 |
| 2024-12-31 | $15M | 77k | 190.88 |
| 2024-09-30 | $15M | 75k | 197.17 |
| 2024-06-30 | $14M | 74k | 182.01 |
| 2024-03-31 | $13M | 71k | 186.81 |