iShares S&P 500 Value Index shares owned by Efficient Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Efficient Advisors
from 13F filings
Historical chart of Efficient Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Efficient 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 Efficient Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 29k | 206.51 |
| 2025-06-30 | $6.4M | 33k | 195.42 |
| 2025-03-31 | $6.6M | 35k | 190.58 |
| 2024-12-31 | $8.1M | 43k | 190.88 |
| 2024-09-30 | $9.4M | 48k | 197.17 |
| 2024-06-30 | $9.2M | 51k | 182.01 |
| 2024-03-31 | $11M | 61k | 186.81 |
| 2023-12-31 | $12M | 67k | 173.89 |
| 2023-09-30 | $11M | 73k | 153.84 |
| 2023-06-30 | $13M | 80k | 161.19 |
| 2023-03-31 | $13M | 88k | 151.76 |
| 2022-12-31 | $14M | 94k | 145.07 |
| 2022-09-30 | $13M | 102k | 128.52 |
| 2022-06-30 | $15M | 112k | 137.46 |
| 2022-03-31 | $24M | 151k | 155.72 |
| 2021-12-31 | $27M | 175k | 156.63 |
| 2021-09-30 | $26M | 179k | 145.42 |
| 2021-06-30 | $29M | 198k | 147.64 |
| 2021-03-31 | $29M | 207k | 141.24 |
| 2020-12-31 | $26M | 206k | 128.02 |
| 2020-09-30 | $26M | 227k | 112.45 |
| 2020-06-30 | $25M | 234k | 108.21 |
| 2020-03-31 | $23M | 243k | 96.25 |
| 2019-12-31 | $33M | 255k | 130.09 |
| 2019-09-30 | $33M | 279k | 119.14 |
| 2019-06-30 | $37M | 317k | 116.57 |
| 2019-03-31 | $38M | 333k | 112.74 |
| 2018-12-31 | $35M | 346k | 101.14 |
| 2018-09-30 | $41M | 358k | 115.84 |
| 2018-06-30 | $41M | 368k | 110.13 |
| 2018-03-31 | $40M | 367k | 109.34 |
| 2017-12-31 | $42M | 368k | 114.24 |
| 2017-09-30 | $40M | 371k | 107.91 |
| 2017-06-30 | $39M | 375k | 104.96 |
| 2017-03-31 | $40M | 382k | 104.04 |
| 2016-12-31 | $40M | 397k | 101.38 |
| 2016-09-30 | $39M | 414k | 94.96 |
| 2016-06-30 | $39M | 424k | 92.90 |
| 2016-03-31 | $39M | 432k | 89.93 |
| 2015-12-31 | $39M | 441k | 88.53 |
| 2015-09-30 | $37M | 441k | 84.03 |
| 2015-06-30 | $41M | 444k | 92.21 |
| 2015-03-31 | $41M | 444k | 92.56 |
| 2014-12-31 | $40M | 431k | 93.77 |
| 2014-09-30 | $40M | 444k | 90.07 |
| 2014-06-30 | $41M | 449k | 90.28 |
| 2014-03-31 | $41M | 468k | 86.90 |
| 2013-12-31 | $39M | 454k | 85.46 |
| 2013-09-30 | $35M | 447k | 78.32 |
| 2013-06-30 | $33M | 439k | 75.77 |