iShares S&P 500 Value Index shares owned by First Foundation Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by First Foundation 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 First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 17k | 206.51 |
| 2025-06-30 | $2.7M | 14k | 195.42 |
| 2025-03-31 | $1.5M | 8.1k | 190.58 |
| 2024-12-31 | $1.1M | 5.7k | 190.88 |
| 2024-09-30 | $1.1M | 5.4k | 197.17 |
| 2024-06-30 | $815k | 4.5k | 182.01 |
| 2024-03-31 | $701k | 3.8k | 186.81 |
| 2023-12-31 | $461k | 2.7k | 173.89 |
| 2023-09-30 | $388k | 2.5k | 153.84 |
| 2023-06-30 | $245k | 1.5k | 161.19 |
| 2023-03-31 | $515k | 3.4k | 151.76 |
| 2022-12-31 | $492k | 3.4k | 145.07 |
| 2022-09-30 | $436k | 3.4k | 128.46 |
| 2022-06-30 | $247k | 1.8k | 137.53 |
| 2022-03-31 | $284k | 1.8k | 155.53 |
| 2021-12-31 | $286k | 1.8k | 156.63 |
| 2021-09-30 | $266k | 1.8k | 145.67 |
| 2021-06-30 | $294k | 2.0k | 147.59 |
| 2017-12-31 | $333k | 2.9k | 114.12 |