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iShares S&P 500 Value Index shares owned by Summit Global Investments

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments 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 Summit Global Investments 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 Summit Global Investments

Quarter filed Position value Share count Share price at filing
2025-03-31 $214k 1.1k 190.90
2024-12-31 $1.5M 7.8k 190.93
2024-09-30 $839k 4.3k 197.13
2024-06-30 $212k 1.2k 182.29

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Top funds holding iShares S&P 500 Value Index

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