iShares S&P 500 Value Index shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148M | 718k | 206.51 |
| 2025-06-30 | $140M | 714k | 195.42 |
| 2025-03-31 | $113M | 593k | 190.58 |
| 2024-12-31 | $113M | 590k | 190.88 |
| 2024-09-30 | $28M | 614k | 45.30 |
| 2024-06-30 | $87M | 477k | 182.01 |
| 2024-03-31 | $544k | 2.9k | 186.81 |
| 2023-12-31 | $383k | 2.2k | 173.89 |
| 2023-09-30 | $339k | 2.2k | 153.84 |
| 2023-06-30 | $405k | 2.5k | 161.19 |
| 2023-03-31 | $12M | 77k | 151.75 |
| 2022-12-31 | $12M | 84k | 145.07 |
| 2022-09-30 | $8.9M | 69k | 128.53 |
| 2022-06-30 | $9.6M | 70k | 137.46 |
| 2022-03-31 | $11M | 70k | 155.71 |
| 2021-12-31 | $8.3M | 65k | 128.02 |
| 2021-09-30 | $9.7M | 67k | 145.42 |
| 2021-06-30 | $9.8M | 66k | 147.65 |
| 2021-03-31 | $9.1M | 65k | 141.25 |
| 2020-12-31 | $8.3M | 65k | 128.02 |
| 2020-09-30 | $7.3M | 65k | 112.44 |
| 2020-06-30 | $7.1M | 66k | 108.21 |
| 2020-03-31 | $4.9M | 51k | 96.25 |
More positions owned by Kovitz Investment Group Partners
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