iShares S&P 500 Value Index shares owned by MBA Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by MBA Advisors
from 13F filings
Historical chart of MBA Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by MBA 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 MBA Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $889k | 4.3k | 206.51 |
| 2025-06-30 | $861k | 4.4k | 195.42 |
| 2025-03-31 | $1.0M | 5.3k | 190.58 |
| 2024-12-31 | $1.1M | 5.5k | 190.88 |
| 2024-09-30 | $1.8M | 9.2k | 197.17 |
| 2024-06-30 | $1.7M | 9.5k | 182.01 |
| 2024-03-31 | $1.9M | 10k | 186.81 |
| 2023-12-31 | $1.8M | 10k | 173.89 |
| 2023-09-30 | $1.6M | 10k | 153.84 |
| 2023-06-30 | $1.7M | 10k | 161.19 |
| 2023-03-31 | $1.7M | 11k | 151.76 |
| 2022-12-31 | $1.7M | 12k | 145.07 |
| 2022-09-30 | $1.6M | 12k | 128.48 |
| 2022-06-30 | $1.7M | 13k | 137.50 |
| 2022-03-31 | $2.0M | 13k | 155.69 |
| 2021-12-31 | $2.0M | 13k | 156.59 |
| 2021-09-30 | $1.3M | 9.0k | 145.41 |
| 2021-06-30 | $1.3M | 9.0k | 147.64 |
| 2021-03-31 | $1.2M | 8.8k | 141.19 |