iShares S&P 500 Value Index shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356M | 1.7M | 206.51 |
| 2025-06-30 | $335M | 1.7M | 195.42 |
| 2025-03-31 | $322M | 1.7M | 190.58 |
| 2024-12-31 | $292M | 1.5M | 190.88 |
| 2024-09-30 | $292M | 1.5M | 197.17 |
| 2024-06-30 | $259M | 1.4M | 182.01 |
| 2024-03-31 | $257M | 1.4M | 186.81 |
| 2023-12-31 | $40M | 228k | 173.89 |
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