iShares S&P 500 Value Index shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 63k | 206.51 |
| 2025-06-30 | $8.5M | 44k | 195.46 |
| 2025-03-31 | $7.7M | 41k | 190.59 |
| 2024-12-31 | $5.6M | 29k | 190.88 |
| 2024-09-30 | $5.7M | 29k | 197.18 |
| 2024-06-30 | $5.2M | 29k | 182.04 |
| 2024-03-31 | $5.0M | 27k | 186.84 |
| 2023-12-31 | $3.6M | 20k | 173.90 |
| 2023-09-30 | $2.9M | 19k | 153.83 |
| 2023-06-30 | $2.0M | 18k | 110.97 |
| 2023-03-31 | $2.1M | 19k | 110.97 |
| 2022-12-31 | $2.1M | 19k | 111.33 |
| 2022-09-30 | $2.3M | 21k | 111.42 |
| 2022-06-30 | $2.2M | 20k | 111.42 |
| 2022-03-31 | $6.5M | 58k | 111.38 |
| 2021-12-31 | $2.7M | 17k | 156.89 |
| 2021-09-30 | $2.6M | 18k | 145.67 |
| 2021-06-30 | $2.5M | 17k | 147.59 |
| 2021-03-31 | $3.0M | 21k | 141.20 |
| 2020-12-31 | $2.7M | 21k | 128.28 |
| 2020-09-30 | $1.9M | 17k | 112.39 |
| 2020-06-30 | $1.7M | 16k | 106.94 |
| 2020-03-31 | $2.2M | 23k | 97.74 |
| 2019-12-31 | $4.3M | 33k | 130.30 |
| 2019-09-30 | $2.0M | 17k | 118.43 |
| 2019-03-31 | $225k | 2.0k | 111.61 |
| 2018-12-31 | $5.1M | 51k | 100.38 |
| 2018-09-30 | $3.3M | 29k | 115.83 |
| 2018-06-30 | $3.3M | 30k | 110.12 |
| 2018-03-31 | $4.0M | 35k | 114.25 |
| 2017-12-31 | $4.0M | 35k | 114.25 |
| 2017-09-30 | $3.9M | 36k | 107.92 |
| 2017-06-30 | $4.3M | 41k | 104.95 |
| 2017-03-31 | $4.1M | 40k | 104.04 |
| 2016-12-31 | $4.7M | 46k | 101.38 |
| 2016-09-30 | $2.2M | 23k | 94.94 |
| 2016-06-30 | $1.4M | 15k | 92.88 |
| 2016-03-31 | $1.2M | 14k | 89.95 |
| 2015-12-31 | $1.1M | 13k | 88.51 |