iShares S&P 500 Value Index shares owned by Investment Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group 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 Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 18k | 206.51 |
| 2025-06-30 | $3.5M | 18k | 195.42 |
| 2025-03-31 | $3.4M | 18k | 190.58 |
| 2024-12-31 | $3.4M | 18k | 190.88 |
| 2024-09-30 | $3.1M | 16k | 197.16 |
| 2024-06-30 | $2.5M | 14k | 182.01 |
| 2024-03-31 | $2.1M | 11k | 186.81 |
| 2023-12-31 | $1.9M | 11k | 173.88 |
| 2023-09-30 | $1.7M | 11k | 153.84 |
| 2023-06-30 | $1.8M | 11k | 161.48 |
| 2023-03-31 | $1.7M | 11k | 151.77 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.54 |
| 2022-06-30 | $1.5M | 11k | 137.69 |
| 2022-03-31 | $1.6M | 11k | 156.06 |
| 2021-12-31 | $1.6M | 10k | 155.11 |