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iShares S&P 500 Value Index shares owned by Taylor Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Taylor Financial Group from 13F filings

Historical chart of Taylor Financial Group 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 Taylor 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 Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 8.7k 206.51
2025-06-30 $1.7M 8.7k 195.42
2025-03-31 $1.6M 8.5k 190.58
2024-12-31 $1.7M 9.0k 190.88
2024-09-30 $1.8M 9.0k 197.17
2024-06-30 $1.6M 9.0k 182.01
2024-03-31 $1.7M 9.1k 186.81
2023-12-31 $1.6M 8.9k 173.89

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