iShares S&P 500 Value Index shares owned by BCU Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BCU Wealth Advisors
from 13F filings
Historical chart of BCU Wealth Advisors 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 BCU Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by BCU Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 14k | 206.51 |
| 2025-06-30 | $2.3M | 12k | 195.42 |
| 2025-03-31 | $1.5M | 8.0k | 190.59 |
| 2024-12-31 | $1.3M | 6.7k | 190.89 |
| 2024-09-30 | $1.2M | 6.3k | 197.17 |
| 2024-06-30 | $1.0M | 5.7k | 182.02 |
| 2024-03-31 | $961k | 5.1k | 186.81 |