iShares S&P 500 Value Index shares owned by Aviance Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Aviance Capital Partners
from 13F filings
Historical chart of Aviance Capital Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Aviance Capital 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 Aviance Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $216k | 1.0k | 212.07 |
| 2025-09-30 | $211k | 1.0k | 206.51 |
| 2025-06-30 | $217k | 1.1k | 195.42 |
| 2025-03-31 | $212k | 1.1k | 190.58 |
| 2024-12-31 | $212k | 1.1k | 190.88 |
| 2024-09-30 | $215k | 1.1k | 197.17 |
| 2024-03-31 | $204k | 1.1k | 186.81 |
| 2023-09-30 | $242k | 1.6k | 153.84 |
| 2023-06-30 | $254k | 1.6k | 161.19 |
| 2023-03-31 | $203k | 1.3k | 151.76 |