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iShares S&P 500 Value Index shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 70k 190.88
2024-09-30 $14M 72k 197.17
2024-06-30 $13M 72k 182.01
2024-03-31 $13M 72k 186.81
2023-12-31 $12M 72k 173.89