iShares S&P 500 Value Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors 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 Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 11k | 206.51 |
| 2025-06-30 | $2.1M | 11k | 195.42 |
| 2025-03-31 | $2.1M | 11k | 190.58 |
| 2024-12-31 | $1.9M | 10k | 190.88 |
| 2024-09-30 | $1.9M | 9.6k | 197.18 |
| 2024-06-30 | $2.0M | 11k | 182.02 |
| 2024-03-31 | $1.9M | 10k | 186.82 |
| 2023-12-31 | $1.7M | 10k | 173.90 |
| 2023-09-30 | $1.6M | 10k | 153.84 |
| 2021-03-31 | $268k | 1.9k | 141.42 |