iShares S&P 500 Value Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital 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 Apella 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 9.6k | 204.58 |
| 2025-06-30 | $749k | 3.8k | 197.22 |
| 2025-03-31 | $705k | 3.9k | 180.90 |
| 2024-12-31 | $705k | 3.7k | 190.87 |
| 2024-09-30 | $500k | 2.5k | 196.33 |
| 2024-06-30 | $459k | 2.5k | 181.70 |
| 2024-03-31 | $447k | 2.4k | 184.21 |
| 2023-12-31 | $213k | 1.2k | 173.44 |