iShares S&P 500 Value Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Crewe 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 Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251k | 1.2k | 206.51 |
| 2025-06-30 | $243k | 1.2k | 195.42 |
| 2025-03-31 | $130k | 682 | 190.58 |
| 2024-12-31 | $130k | 682 | 190.88 |
| 2024-09-30 | $139k | 707 | 197.17 |
| 2024-06-30 | $129k | 708 | 182.01 |
| 2024-03-31 | $131k | 701 | 186.81 |
| 2023-12-31 | $116k | 664 | 173.89 |
| 2023-09-30 | $163k | 1.1k | 153.84 |
| 2023-06-30 | $107k | 666 | 161.19 |
| 2023-03-31 | $227k | 1.5k | 151.76 |
| 2022-12-31 | $217k | 1.5k | 145.07 |
| 2022-09-30 | $192k | 1.5k | 128.34 |
| 2022-06-30 | $146k | 1.1k | 137.61 |
| 2022-03-31 | $104k | 667 | 155.92 |
| 2021-12-31 | $7.0k | 45 | 155.56 |
| 2021-09-30 | $7.0k | 45 | 155.56 |
| 2021-06-30 | $7.0k | 45 | 155.56 |
| 2021-03-31 | $6.0k | 45 | 133.33 |
| 2020-12-31 | $6.0k | 45 | 133.33 |
| 2020-09-30 | $56k | 499 | 112.22 |
| 2020-06-30 | $301k | 2.8k | 108.23 |
| 2020-03-31 | $268k | 2.8k | 96.37 |
| 2019-12-31 | $576k | 4.4k | 129.99 |
| 2019-09-30 | $757k | 6.4k | 119.12 |
| 2019-06-30 | $741k | 6.4k | 116.60 |
| 2019-03-31 | $716k | 6.4k | 112.67 |
| 2018-12-31 | $643k | 6.4k | 101.18 |
| 2018-09-30 | $736k | 6.4k | 115.81 |
| 2018-06-30 | $700k | 6.4k | 110.15 |
| 2018-03-31 | $747k | 6.8k | 109.40 |
| 2017-12-31 | $804k | 7.0k | 114.27 |