iShares S&P 500 Value Index shares owned by High Falls Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by High Falls Advisors
from 13F filings
Historical chart of High Falls Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by High Falls 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 High Falls Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 117k | 206.51 |
| 2025-06-30 | $22M | 113k | 195.42 |
| 2025-03-31 | $20M | 105k | 190.58 |
| 2024-12-31 | $14M | 73k | 190.88 |
| 2024-09-30 | $15M | 74k | 197.17 |
| 2024-06-30 | $14M | 74k | 182.01 |
| 2024-03-31 | $14M | 72k | 186.81 |
| 2023-06-30 | $205k | 1.3k | 161.15 |
| 2022-12-31 | $219k | 1.5k | 145.09 |