iShares S&P 500 Value Index shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by KCM Investment 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 KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 2.0k | 206.51 |
| 2025-06-30 | $391k | 2.0k | 195.42 |
| 2025-03-31 | $381k | 2.0k | 190.58 |
| 2024-12-31 | $382k | 2.0k | 190.88 |
| 2024-09-30 | $409k | 2.1k | 197.17 |
| 2024-06-30 | $364k | 2.0k | 182.01 |
| 2024-03-31 | $418k | 2.2k | 186.81 |
| 2023-09-30 | $344k | 2.2k | 153.84 |
| 2023-06-30 | $361k | 2.2k | 161.19 |
| 2023-03-31 | $340k | 2.2k | 151.76 |
| 2022-12-31 | $325k | 2.2k | 145.22 |
| 2022-09-30 | $288k | 2.2k | 128.69 |
| 2022-06-30 | $285k | 2.1k | 137.42 |
| 2022-03-31 | $323k | 2.1k | 155.74 |
| 2021-12-31 | $325k | 2.1k | 156.70 |
| 2021-09-30 | $302k | 2.1k | 145.61 |
| 2021-06-30 | $328k | 2.2k | 147.48 |
| 2021-03-31 | $314k | 2.2k | 141.19 |
| 2020-12-31 | $266k | 2.1k | 128.25 |
| 2020-09-30 | $233k | 2.1k | 112.34 |
| 2020-06-30 | $224k | 2.1k | 108.00 |
| 2020-03-31 | $200k | 2.1k | 96.43 |
| 2019-12-31 | $270k | 2.1k | 130.18 |
| 2019-09-30 | $247k | 2.1k | 119.09 |
| 2019-06-30 | $233k | 2.0k | 116.50 |
| 2019-03-31 | $225k | 2.0k | 112.50 |
| 2018-12-31 | $202k | 2.0k | 101.00 |
| 2018-09-30 | $232k | 2.0k | 116.00 |
| 2018-06-30 | $220k | 2.0k | 110.00 |
| 2018-03-31 | $219k | 2.0k | 109.50 |
| 2017-12-31 | $228k | 2.0k | 114.00 |
| 2017-09-30 | $216k | 2.0k | 108.00 |
| 2017-06-30 | $210k | 2.0k | 105.00 |
| 2017-03-31 | $208k | 2.0k | 104.00 |
| 2016-12-31 | $203k | 2.0k | 101.50 |
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