iShares S&P 500 Value Index shares owned by Conservest Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Conservest Capital Advisors
from 13F filings
Historical chart of Conservest Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Conservest Capital 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 Conservest Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 2.1k | 206.51 |
| 2025-06-30 | $407k | 2.1k | 195.42 |
| 2025-03-31 | $396k | 2.1k | 190.58 |
| 2024-12-31 | $397k | 2.1k | 190.88 |
| 2024-09-30 | $389k | 2.1k | 186.81 |
| 2024-06-30 | $389k | 2.1k | 186.81 |
| 2024-03-31 | $389k | 2.1k | 186.81 |
| 2023-12-31 | $362k | 2.1k | 173.89 |
| 2023-09-30 | $320k | 2.1k | 153.84 |
| 2023-06-30 | $335k | 2.1k | 161.19 |
| 2023-03-31 | $316k | 2.1k | 151.76 |
More positions owned by Conservest Capital Advisors
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