iShares S&P 500 Value Index shares owned by Avestar Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Avestar Capital
from 13F filings
Historical chart of Avestar 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 Avestar 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 Avestar Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 24k | 206.51 |
| 2025-06-30 | $5.3M | 27k | 195.42 |
| 2025-03-31 | $5.3M | 28k | 190.58 |
| 2024-12-31 | $6.0M | 32k | 190.88 |
| 2024-09-30 | $7.0M | 35k | 197.17 |
| 2024-06-30 | $6.5M | 36k | 182.01 |
| 2024-03-31 | $7.1M | 38k | 186.81 |
| 2019-06-30 | $12k | 110 | 109.09 |
| 2019-03-31 | $12k | 110 | 109.09 |
| 2018-12-31 | $11k | 110 | 100.00 |
| 2018-09-30 | $12k | 110 | 109.09 |
| 2018-06-30 | $12k | 110 | 109.09 |
| 2018-03-31 | $12k | 110 | 109.09 |
| 2017-12-31 | $12k | 110 | 109.09 |