iShares S&P 500 Value Index shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Adviser Investments 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 Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 109k | 206.51 |
| 2025-06-30 | $23M | 118k | 195.42 |
| 2025-03-31 | $24M | 123k | 190.58 |
| 2024-12-31 | $39M | 205k | 190.88 |
| 2024-09-30 | $42M | 212k | 197.17 |
| 2024-06-30 | $40M | 220k | 182.01 |
| 2024-03-31 | $44M | 233k | 186.81 |
| 2023-12-31 | $55M | 314k | 173.89 |
| 2023-06-30 | $206k | 1.3k | 161.19 |
| 2018-06-30 | $118k | 1.1k | 109.77 |
| 2018-03-31 | $99k | 901 | 109.88 |