iShares S&P 500 Value Index shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.3k | 206.52 |
| 2025-06-30 | $1.2M | 6.3k | 195.43 |
| 2025-03-31 | $1.2M | 6.4k | 190.59 |
| 2024-12-31 | $1.2M | 6.5k | 190.89 |
| 2024-09-30 | $1.4M | 6.9k | 197.18 |
| 2024-06-30 | $1.3M | 7.1k | 182.02 |
| 2024-03-31 | $1.3M | 6.7k | 186.82 |
| 2023-12-31 | $1.5M | 8.6k | 173.89 |
| 2023-09-30 | $1.3M | 8.7k | 154.68 |
| 2023-06-30 | $1.4M | 8.8k | 161.19 |
| 2023-03-31 | $1.3M | 8.8k | 151.76 |
| 2022-12-31 | $2.0M | 14k | 145.07 |
| 2022-09-30 | $1.0M | 8.1k | 128.53 |
| 2022-06-30 | $1.6M | 12k | 137.47 |
| 2022-03-31 | $1.0M | 6.5k | 155.69 |
| 2021-12-31 | $627k | 4.0k | 156.71 |
| 2021-09-30 | $582k | 4.0k | 145.46 |
| 2021-06-30 | $572k | 3.9k | 147.57 |
| 2019-12-31 | $269k | 2.1k | 130.08 |
| 2019-09-30 | $241k | 2.0k | 119.31 |
| 2019-06-30 | $244k | 2.1k | 116.80 |