iShares S&P 500 Value Index shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth 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 Icon Wealth 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 Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 204k | 206.51 |
| 2025-06-30 | $38M | 193k | 195.42 |
| 2025-03-31 | $30M | 155k | 190.58 |
| 2024-12-31 | $16M | 86k | 190.88 |
| 2024-09-30 | $17M | 85k | 197.17 |
| 2024-03-31 | $15M | 81k | 186.81 |
| 2022-12-31 | $229k | 1.6k | 145.07 |
| 2022-09-30 | $203k | 1.6k | 128.48 |