iShares S&P 500 Value Index shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors 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 Latitude 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 Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 2.8k | 206.52 |
| 2025-06-30 | $495k | 2.5k | 195.41 |
| 2025-03-31 | $529k | 2.8k | 190.55 |
| 2024-12-31 | $347k | 1.8k | 190.92 |
| 2024-09-30 | $327k | 1.7k | 197.13 |
| 2024-06-30 | $212k | 1.2k | 182.01 |