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iShares S&P 500 Value Index shares owned by Woodard & Co Asset Management Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Woodard & Co Asset Management Group from 13F filings

Historical chart of Woodard & Co Asset Management 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 Woodard & Co Asset Management 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 Woodard & Co Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 359 206.51
2025-06-30 $70k 359 195.42
2018-09-30 $13k 111 117.12