iShares S&P 500 Value Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.2k | 206.60 |
| 2025-06-30 | $1.0M | 5.2k | 195.34 |
| 2025-03-31 | $986k | 5.2k | 190.57 |
| 2024-12-31 | $1.0M | 5.4k | 190.94 |
| 2024-09-30 | $1.1M | 5.4k | 197.20 |
| 2024-06-30 | $985k | 5.4k | 182.04 |
| 2024-03-31 | $1.0M | 5.5k | 186.83 |
| 2023-12-31 | $959k | 5.5k | 173.95 |
| 2023-09-30 | $851k | 5.5k | 153.92 |
| 2023-06-30 | $1.1M | 6.8k | 161.23 |
| 2023-03-31 | $1.1M | 7.2k | 151.73 |
| 2022-12-31 | $1.0M | 6.9k | 145.06 |
| 2022-09-30 | $925k | 7.2k | 128.51 |
| 2022-06-30 | $987k | 7.2k | 137.47 |
| 2022-03-31 | $1.1M | 7.2k | 155.66 |
| 2021-12-31 | $1.2M | 7.5k | 156.61 |
| 2021-09-30 | $1.0M | 7.2k | 145.42 |
| 2021-06-30 | $1.1M | 7.2k | 147.69 |
| 2021-03-31 | $1.1M | 7.6k | 141.22 |
| 2020-12-31 | $988k | 7.7k | 128.03 |
| 2020-09-30 | $880k | 7.8k | 112.49 |
| 2020-06-30 | $851k | 7.9k | 108.27 |
| 2020-03-31 | $749k | 7.8k | 96.22 |
| 2019-12-31 | $1.0M | 7.8k | 130.00 |
| 2019-09-30 | $965k | 8.1k | 119.14 |
| 2019-06-30 | $979k | 8.4k | 116.58 |
| 2019-03-31 | $973k | 8.6k | 112.75 |