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iShares S&P 500 Value Index shares owned by Efficient Advisors

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

Historical chart of Efficient Advisors 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 Efficient Advisors 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 Efficient Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 67k 173.89
2023-09-30 $11M 73k 153.84
2023-06-30 $13M 80k 161.19
2023-03-31 $13M 88k 151.76
2022-12-31 $14M 94k 145.07
2022-09-30 $13M 102k 128.52
2022-06-30 $15M 112k 137.46
2022-03-31 $24M 151k 155.72
2021-12-31 $27M 175k 156.63
2021-09-30 $26M 179k 145.42
2021-06-30 $29M 198k 147.64
2021-03-31 $29M 207k 141.24
2020-12-31 $26M 206k 128.02
2020-09-30 $26M 227k 112.45
2020-06-30 $25M 234k 108.21
2020-03-31 $23M 243k 96.25
2019-12-31 $33M 255k 130.09
2019-09-30 $33M 279k 119.14
2019-06-30 $37M 317k 116.57
2019-03-31 $38M 333k 112.74
2018-12-31 $35M 346k 101.14
2018-09-30 $41M 358k 115.84
2018-06-30 $41M 368k 110.13
2018-03-31 $40M 367k 109.34
2017-12-31 $42M 368k 114.24
2017-09-30 $40M 371k 107.91
2017-06-30 $39M 375k 104.96
2017-03-31 $40M 382k 104.04
2016-12-31 $40M 397k 101.38
2016-09-30 $39M 414k 94.96
2016-06-30 $39M 424k 92.90
2016-03-31 $39M 432k 89.93
2015-12-31 $39M 441k 88.53
2015-09-30 $37M 441k 84.03
2015-06-30 $41M 444k 92.21
2015-03-31 $41M 444k 92.56
2014-12-31 $40M 431k 93.77
2014-09-30 $40M 444k 90.07
2014-06-30 $41M 449k 90.28
2014-03-31 $41M 468k 86.90
2013-12-31 $39M 454k 85.46
2013-09-30 $35M 447k 78.32
2013-06-30 $33M 439k 75.77

More positions owned by Efficient Advisors

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Efficient Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index