iShares S&P 500 Value Index shares owned by AlphaCore Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by AlphaCore Capital
from 13F filings
Historical chart of AlphaCore Capital investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by AlphaCore Capital 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 AlphaCore Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 18k | 206.52 |
| 2025-06-30 | $3.7M | 19k | 195.42 |
| 2025-03-31 | $3.6M | 19k | 190.58 |
| 2023-09-30 | $713k | 4.6k | 154.67 |
| 2023-06-30 | $770k | 4.8k | 161.18 |
| 2023-03-31 | $201k | 1.3k | 151.81 |
| 2022-12-31 | $50k | 343 | 145.07 |
| 2022-09-30 | $44k | 343 | 128.28 |
| 2022-06-30 | $47k | 343 | 137.03 |
| 2022-03-31 | $60k | 383 | 156.66 |
| 2021-12-31 | $129k | 821 | 157.13 |
| 2021-09-30 | $35k | 241 | 145.23 |