iShares S&P 500 Value Index shares owned by Blue Edge Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Blue Edge Capital
from 13F filings
Historical chart of Blue Edge Capital 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 Blue Edge Capital 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 Blue Edge Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 69k | 206.51 |
| 2025-06-30 | $13M | 66k | 195.42 |
| 2025-03-31 | $13M | 66k | 190.58 |
| 2024-12-31 | $12M | 63k | 190.88 |
| 2024-09-30 | $7.5M | 38k | 197.17 |
| 2024-06-30 | $6.6M | 36k | 182.01 |
| 2024-03-31 | $7.1M | 38k | 186.81 |
| 2023-12-31 | $6.0M | 35k | 173.89 |
| 2023-09-30 | $5.2M | 34k | 153.84 |
| 2023-06-30 | $5.5M | 34k | 161.19 |
| 2023-03-31 | $5.2M | 35k | 151.76 |
| 2022-12-31 | $944k | 6.5k | 145.07 |
| 2019-12-31 | $3.0M | 23k | 130.09 |
| 2019-09-30 | $2.6M | 22k | 119.14 |
| 2019-06-30 | $2.6M | 22k | 116.57 |
| 2019-03-31 | $2.2M | 19k | 112.74 |
| 2018-12-31 | $1.3M | 13k | 101.14 |
| 2018-09-30 | $747k | 6.4k | 115.84 |
| 2018-06-30 | $297k | 2.7k | 110.13 |
| 2018-03-31 | $311k | 2.8k | 109.34 |
| 2017-12-31 | $325k | 2.8k | 114.24 |
| 2017-09-30 | $307k | 2.8k | 107.91 |
| 2017-06-30 | $298k | 2.8k | 104.96 |
| 2017-03-31 | $296k | 2.8k | 104.04 |
| 2016-12-31 | $217k | 2.1k | 101.38 |