iShares S&P 500 Value Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 22k | 206.52 |
| 2025-06-30 | $3.3M | 17k | 195.42 |
| 2025-03-31 | $3.3M | 17k | 190.58 |
| 2024-12-31 | $3.7M | 19k | 196.24 |
| 2024-09-30 | $3.7M | 19k | 197.17 |
| 2024-06-30 | $3.4M | 19k | 182.01 |
| 2024-03-31 | $6.2M | 33k | 186.81 |
| 2023-09-30 | $5.5M | 36k | 153.84 |
| 2023-06-30 | $4.2M | 26k | 161.19 |
| 2023-03-31 | $4.1M | 27k | 151.76 |
| 2022-12-31 | $4.0M | 28k | 145.07 |
| 2022-09-30 | $3.6M | 28k | 128.52 |
| 2022-06-30 | $3.9M | 28k | 137.44 |
| 2022-03-31 | $9.3M | 60k | 155.74 |
| 2021-12-31 | $4.2M | 27k | 156.67 |
| 2021-09-30 | $3.9M | 27k | 145.40 |
| 2021-06-30 | $4.0M | 27k | 147.63 |
| 2021-03-31 | $3.8M | 27k | 141.22 |
| 2020-12-31 | $3.1M | 24k | 128.04 |
| 2020-09-30 | $2.2M | 23k | 96.25 |
| 2020-06-30 | $2.5M | 23k | 108.19 |
| 2020-03-31 | $2.2M | 23k | 96.25 |
| 2019-12-31 | $4.0M | 31k | 130.10 |
| 2019-09-30 | $3.6M | 30k | 119.14 |
| 2019-06-30 | $3.5M | 30k | 116.58 |
| 2018-12-31 | $1.9M | 19k | 101.12 |
| 2018-09-30 | $2.3M | 20k | 115.86 |
| 2018-06-30 | $314k | 2.8k | 110.21 |
More positions owned by Belpointe Asset Management
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