iShares S&P 500 Value Index shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Diversify Advisory Services 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 Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 21k | 208.50 |
| 2025-06-30 | $2.0M | 9.8k | 200.41 |
| 2025-03-31 | $2.3M | 12k | 183.31 |
| 2024-12-31 | $2.1M | 11k | 188.17 |
| 2024-09-30 | $2.4M | 12k | 198.53 |
| 2024-06-30 | $2.4M | 13k | 181.73 |
| 2024-03-31 | $2.4M | 13k | 185.67 |
More positions owned by Diversify Advisory Services
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