iShares S&P 500 Value Index shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 2.6k | 206.48 |
| 2025-06-30 | $500k | 2.6k | 195.48 |
| 2025-03-31 | $485k | 2.5k | 190.58 |
| 2024-12-31 | $486k | 2.5k | 190.88 |
| 2024-09-30 | $502k | 2.5k | 197.17 |
| 2024-06-30 | $463k | 2.5k | 182.01 |
| 2024-03-31 | $475k | 2.5k | 186.81 |
| 2023-12-31 | $443k | 2.5k | 173.89 |
| 2023-09-30 | $392k | 2.5k | 153.84 |
| 2023-06-30 | $410k | 2.5k | 161.19 |
| 2023-03-31 | $386k | 2.5k | 151.76 |
| 2022-12-31 | $369k | 2.5k | 145.07 |
| 2022-09-30 | $327k | 2.5k | 128.49 |
| 2022-06-30 | $350k | 2.5k | 137.52 |
| 2022-03-31 | $396k | 2.5k | 155.60 |
| 2021-12-31 | $399k | 2.5k | 156.78 |
| 2021-09-30 | $612k | 4.2k | 146.45 |
| 2021-06-30 | $617k | 4.2k | 147.64 |
More positions owned by Investment Research & Advisory Group
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