iShares S&P 500 Value Index shares owned by SWMG
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 76k | 208.77 |
| 2025-06-30 | $13M | 66k | 199.67 |
| 2025-03-31 | $7.8M | 43k | 181.84 |
| 2024-12-31 | $5.9M | 30k | 195.41 |
| 2024-09-30 | $5.5M | 27k | 201.47 |
| 2024-06-30 | $4.9M | 27k | 182.01 |
| 2024-03-31 | $4.8M | 26k | 186.81 |