iShares S&P 500 Value Index shares owned by Cottonwood Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cottonwood Capital Advisors
from 13F filings
Historical chart of Cottonwood 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 Cottonwood 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 Cottonwood Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 1.3k | 206.51 |
| 2025-06-30 | $247k | 1.3k | 195.42 |
| 2025-03-31 | $241k | 1.3k | 190.58 |
| 2024-12-31 | $241k | 1.3k | 190.88 |
| 2024-09-30 | $257k | 1.3k | 197.17 |
| 2024-06-30 | $299k | 1.6k | 181.73 |
| 2024-03-31 | $294k | 1.7k | 177.58 |
| 2023-12-31 | $287k | 1.7k | 173.89 |
| 2023-09-30 | $254k | 1.7k | 153.84 |
| 2023-06-30 | $299k | 1.9k | 161.19 |
| 2023-03-31 | $286k | 1.9k | 151.76 |
| 2022-12-31 | $275k | 1.9k | 145.07 |
| 2022-09-30 | $249k | 1.9k | 128.35 |
| 2022-06-30 | $284k | 2.1k | 137.53 |
| 2022-03-31 | $349k | 2.2k | 155.80 |
| 2021-12-31 | $358k | 2.3k | 156.81 |
More positions owned by Cottonwood Capital Advisors
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