iShares S&P 500 Value Index shares owned by Frank, Rimerman Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Frank, Rimerman Advisors
from 13F filings
Historical chart of Frank, Rimerman Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Frank, Rimerman 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 Frank, Rimerman Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 117k | 206.51 |
| 2025-06-30 | $48M | 244k | 195.42 |
| 2025-03-31 | $47M | 244k | 190.58 |
| 2024-12-31 | $52M | 270k | 190.88 |
| 2024-09-30 | $53M | 270k | 197.17 |
| 2024-06-30 | $49M | 270k | 182.01 |
| 2024-03-31 | $50M | 270k | 186.81 |
| 2023-09-30 | $42M | 270k | 153.84 |
| 2023-06-30 | $44M | 270k | 161.19 |
| 2023-03-31 | $41M | 270k | 151.76 |
| 2022-12-31 | $39M | 270k | 145.07 |
| 2022-09-30 | $17M | 135k | 128.52 |
| 2022-06-30 | $6.2M | 45k | 137.46 |