iShares S&P 500 Value Index shares owned by MCF Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by MCF Advisors
from 13F filings
Historical chart of MCF Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by MCF Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251k | 1.2k | 206.51 |
| 2025-06-30 | $237k | 1.2k | 195.42 |
| 2025-03-31 | $232k | 1.2k | 190.58 |
| 2024-12-31 | $794k | 4.2k | 190.88 |
| 2024-09-30 | $820k | 4.2k | 197.17 |
| 2024-06-30 | $829k | 4.6k | 182.01 |
| 2024-03-31 | $851k | 4.6k | 186.81 |
| 2023-12-31 | $792k | 4.6k | 173.89 |
| 2023-09-30 | $640k | 4.2k | 153.89 |
| 2023-06-30 | $670k | 4.2k | 161.19 |
| 2023-03-31 | $631k | 4.2k | 151.76 |
| 2022-12-31 | $603k | 4.2k | 145.07 |
| 2022-09-30 | $534k | 4.2k | 128.43 |
| 2022-06-30 | $572k | 4.2k | 137.57 |
| 2022-03-31 | $959k | 6.2k | 155.73 |
| 2021-09-30 | $471k | 3.2k | 145.55 |
| 2021-06-30 | $38k | 260 | 146.15 |
| 2021-03-31 | $37k | 260 | 142.31 |
| 2020-12-31 | $33k | 261 | 126.44 |
| 2020-09-30 | $30k | 271 | 110.70 |
| 2020-06-30 | $29k | 271 | 107.01 |
| 2020-03-31 | $26k | 271 | 95.94 |
| 2019-12-31 | $35k | 271 | 129.15 |
| 2019-09-30 | $32k | 271 | 118.08 |
| 2019-06-30 | $32k | 271 | 118.08 |
| 2019-03-31 | $31k | 271 | 114.39 |
| 2018-12-31 | $27k | 271 | 99.63 |
| 2018-09-30 | $31k | 271 | 114.39 |
| 2018-06-30 | $30k | 271 | 110.70 |
| 2018-03-31 | $30k | 271 | 110.70 |
| 2017-12-31 | $31k | 271 | 114.39 |
| 2017-09-30 | $29k | 271 | 107.01 |
| 2017-06-30 | $28k | 271 | 103.32 |
| 2017-03-31 | $28k | 271 | 103.32 |
| 2016-12-31 | $27k | 271 | 99.63 |
| 2016-09-30 | $2.0k | 25 | 80.00 |
| 2016-06-30 | $2.0k | 25 | 80.00 |
| 2016-03-31 | $2.0k | 25 | 80.00 |
| 2015-12-31 | $2.0k | 25 | 80.00 |
| 2015-09-30 | $2.0k | 25 | 80.00 |
| 2015-06-30 | $2.0k | 25 | 80.00 |
| 2015-03-31 | $2.0k | 25 | 80.00 |
| 2014-12-31 | $6.0k | 69 | 86.96 |
| 2014-09-30 | $6.0k | 69 | 86.96 |
| 2014-06-30 | $6.0k | 69 | 86.96 |
| 2014-03-31 | $6.0k | 69 | 86.96 |
| 2013-12-31 | $6.0k | 69 | 86.96 |
| 2013-09-30 | $6.0k | 69 | 86.96 |
| 2013-06-30 | $2.0k | 25 | 80.00 |
| 2013-03-31 | $2.0k | 25 | 80.00 |
| 2012-12-31 | $2.0k | 25 | 80.00 |
| 2012-09-30 | $2.0k | 25 | 80.00 |
| 2012-06-30 | $2.0k | 25 | 80.00 |
| 2012-03-31 | $2.0k | 25 | 80.00 |