iShares S&P 500 Value Index shares owned by World Equity Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by World Equity Group
from 13F filings
Historical chart of World Equity 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 World Equity 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 World Equity Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.9k | 206.53 |
| 2025-06-30 | $990k | 5.1k | 195.49 |
| 2025-03-31 | $1.3M | 6.6k | 190.63 |
| 2024-12-31 | $646k | 3.4k | 190.97 |
| 2024-09-30 | $396k | 2.0k | 197.28 |
| 2024-06-30 | $265k | 1.5k | 182.07 |
| 2024-03-31 | $526k | 2.8k | 186.81 |
| 2022-12-31 | $411k | 2.8k | 145.09 |
| 2022-09-30 | $424k | 3.3k | 128.51 |
| 2022-06-30 | $439k | 3.2k | 137.45 |
| 2022-03-31 | $393k | 2.5k | 155.70 |