iShares S&P 500 Value Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 206.50 |
| 2025-06-30 | $1.6M | 8.1k | 195.42 |
| 2025-03-31 | $1.5M | 8.1k | 190.59 |
| 2024-12-31 | $1.2M | 6.1k | 190.89 |
| 2024-09-30 | $1.2M | 6.3k | 197.17 |
| 2024-06-30 | $1.2M | 6.3k | 182.02 |
| 2024-03-31 | $855k | 4.6k | 186.80 |