iShares S&P 500 Value Index shares owned by Sym Financial Corporation
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sym Financial Corporation
from 13F filings
Historical chart of Sym Financial Corporation 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 Sym Financial Corporation 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 Sym Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $273k | 1.3k | 212.07 |
| 2025-09-30 | $266k | 1.3k | 206.51 |
| 2025-06-30 | $262k | 1.3k | 195.42 |
| 2025-03-31 | $255k | 1.3k | 190.58 |
| 2024-12-31 | $256k | 1.3k | 190.88 |
| 2024-06-30 | $254k | 1.4k | 182.01 |
| 2023-09-30 | $6.0k | 39 | 153.85 |
| 2020-12-31 | $3.0k | 27 | 111.11 |
| 2020-09-30 | $3.0k | 27 | 111.11 |