iShares S&P 500 Value Index shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Bellwether Advisors 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 Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 2.2k | 206.55 |
| 2025-06-30 | $390k | 2.0k | 195.44 |
| 2025-03-31 | $353k | 1.9k | 189.05 |
| 2024-12-31 | $288k | 1.5k | 190.83 |
| 2024-09-30 | $272k | 1.4k | 197.03 |
| 2024-06-30 | $228k | 1.3k | 181.95 |
| 2023-03-31 | $138k | 906 | 151.82 |
| 2022-12-31 | $127k | 875 | 145.20 |
| 2022-09-30 | $117k | 915 | 127.87 |
| 2022-06-30 | $452k | 3.3k | 137.26 |
| 2022-03-31 | $509k | 3.3k | 155.56 |
| 2021-12-31 | $543k | 3.5k | 156.53 |
| 2021-09-30 | $513k | 3.5k | 147.88 |
| 2021-06-30 | $527k | 3.6k | 147.45 |
| 2021-03-31 | $492k | 3.5k | 141.22 |
| 2020-12-31 | $445k | 3.5k | 127.87 |