iShares S&P 500 Value Index shares owned by Everpar Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Everpar Advisors
from 13F filings
Historical chart of Everpar Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Everpar 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 Everpar Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $631k | 3.1k | 206.51 |
| 2025-06-30 | $437k | 2.2k | 195.42 |
| 2025-03-31 | $368k | 1.9k | 190.58 |
| 2024-12-31 | $311k | 1.6k | 190.88 |
| 2024-09-30 | $307k | 1.6k | 197.21 |
| 2024-06-30 | $264k | 1.5k | 182.03 |