iShares S&P 500 Value Index shares owned by Continuum Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Continuum Advisory 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 Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $898k | 4.3k | 206.51 |
| 2025-06-30 | $813k | 4.2k | 195.42 |
| 2025-03-31 | $779k | 4.1k | 190.58 |
| 2024-12-31 | $842k | 4.4k | 190.88 |
| 2024-09-30 | $874k | 4.4k | 200.13 |
| 2024-06-30 | $806k | 4.4k | 182.01 |
| 2024-03-31 | $1.2M | 6.6k | 183.74 |
| 2023-12-31 | $634k | 3.6k | 173.89 |
| 2023-09-30 | $562k | 3.7k | 153.84 |
| 2023-06-30 | $595k | 3.7k | 161.19 |
| 2023-03-31 | $560k | 3.7k | 151.76 |
| 2022-12-31 | $791k | 5.5k | 145.07 |
| 2018-09-30 | $214k | 1.8k | 116.12 |
| 2018-06-30 | $215k | 2.0k | 110.20 |