iShares S&P 500 Value Index shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Advus Financial Partners 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 Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.0M | 31k | 227.06 |
| 2026-03-31 | $6.0M | 28k | 211.15 |
| 2025-12-31 | $5.5M | 26k | 212.07 |
| 2025-09-30 | $5.2M | 25k | 206.51 |
| 2025-06-30 | $4.1M | 21k | 195.42 |
| 2025-03-31 | $3.0M | 16k | 190.58 |
| 2024-12-31 | $2.6M | 14k | 190.88 |
| 2024-09-30 | $1.6M | 8.2k | 197.17 |
| 2024-06-30 | $993k | 5.5k | 182.01 |
| 2024-03-31 | $724k | 3.9k | 186.81 |