iShares S&P 500 Value Index shares owned by Benchmark Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Benchmark Investment Advisors
from 13F filings
Historical chart of Benchmark Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Benchmark Investment 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 Benchmark Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 3.2k | 206.52 |
| 2025-03-31 | $784k | 4.1k | 190.59 |
| 2024-12-31 | $818k | 4.3k | 190.86 |
| 2024-09-30 | $984k | 5.0k | 197.19 |
| 2024-06-30 | $914k | 5.0k | 182.00 |
| 2024-03-31 | $970k | 5.2k | 186.82 |
| 2023-12-31 | $1.8M | 10k | 173.90 |
| 2023-09-30 | $2.2M | 14k | 153.84 |
| 2023-06-30 | $2.5M | 16k | 161.19 |
| 2023-03-31 | $2.5M | 16k | 151.76 |
| 2022-12-31 | $2.5M | 17k | 145.07 |
| 2022-09-30 | $2.2M | 18k | 128.52 |
| 2022-06-30 | $3.1M | 23k | 137.45 |
| 2022-03-31 | $2.4M | 15k | 155.72 |
| 2021-12-31 | $2.1M | 14k | 156.66 |
More positions owned by Benchmark Investment Advisors
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