iShares S&P 500 Value Index shares owned by LVZ Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by LVZ 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 LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123M | 595k | 206.51 |
| 2025-06-30 | $88M | 450k | 195.42 |
| 2025-03-31 | $84M | 441k | 190.58 |
| 2024-12-31 | $83M | 437k | 190.88 |
| 2024-09-30 | $85M | 430k | 197.17 |
| 2024-06-30 | $79M | 435k | 182.01 |
| 2024-03-31 | $80M | 430k | 186.81 |
| 2023-12-31 | $78M | 451k | 173.89 |
| 2023-09-30 | $71M | 458k | 153.84 |
| 2023-06-30 | $77M | 478k | 161.19 |
| 2023-03-31 | $74M | 486k | 151.76 |
| 2022-12-31 | $83M | 575k | 145.07 |
| 2022-09-30 | $75M | 581k | 128.52 |
| 2022-06-30 | $82M | 595k | 137.46 |
| 2022-03-31 | $94M | 601k | 155.72 |
| 2021-12-31 | $95M | 605k | 156.63 |
| 2021-09-30 | $86M | 592k | 145.42 |
| 2021-06-30 | $84M | 567k | 147.64 |
| 2021-03-31 | $63M | 449k | 141.24 |
| 2020-12-31 | $48M | 373k | 128.02 |
| 2020-09-30 | $33M | 294k | 112.45 |
| 2020-06-30 | $31M | 287k | 108.21 |
| 2020-03-31 | $31M | 326k | 96.25 |
| 2019-12-31 | $42M | 326k | 130.09 |
| 2019-09-30 | $38M | 318k | 119.14 |
| 2019-06-30 | $36M | 340k | 105.85 |
| 2019-03-31 | $39M | 342k | 112.74 |
| 2018-12-31 | $29M | 286k | 101.14 |
| 2018-09-30 | $32M | 282k | 112.72 |
| 2018-06-30 | $31M | 277k | 110.13 |
| 2018-03-31 | $29M | 266k | 109.34 |
| 2017-12-31 | $29M | 251k | 114.24 |
| 2017-09-30 | $27M | 246k | 107.91 |
| 2017-06-30 | $25M | 234k | 104.96 |
| 2017-03-31 | $32M | 310k | 104.04 |
| 2016-12-31 | $30M | 297k | 101.38 |
| 2016-09-30 | $20M | 213k | 94.96 |
| 2016-06-30 | $18M | 194k | 92.90 |
| 2016-03-31 | $17M | 190k | 89.93 |
| 2015-12-31 | $16M | 183k | 88.53 |
| 2015-09-30 | $19M | 222k | 84.03 |
| 2015-06-30 | $20M | 210k | 93.85 |
| 2015-03-31 | $20M | 216k | 92.56 |
| 2014-12-31 | $16M | 172k | 93.77 |
| 2014-09-30 | $11M | 123k | 90.07 |
| 2014-06-30 | $11M | 121k | 90.28 |
| 2014-03-31 | $11M | 128k | 86.90 |
| 2013-12-31 | $12M | 136k | 85.46 |