iShares S&P 500 Value Index shares owned by MKT Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by MKT Advisors
from 13F filings
Historical chart of MKT 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 MKT 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 MKT Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $883k | 4.5k | 196.32 |
| 2024-06-30 | $818k | 4.5k | 181.73 |
| 2024-03-31 | $818k | 4.5k | 181.71 |
| 2023-12-31 | $788k | 4.5k | 173.78 |
| 2023-09-30 | $693k | 4.5k | 152.91 |
| 2023-06-30 | $754k | 4.5k | 166.41 |
| 2023-03-31 | $683k | 4.5k | 150.56 |
| 2022-12-31 | $690k | 4.5k | 152.15 |
| 2022-09-30 | $583k | 4.5k | 128.61 |
| 2022-06-30 | $654k | 4.7k | 138.32 |
| 2022-03-31 | $656k | 4.5k | 145.07 |
| 2021-12-31 | $678k | 4.5k | 150.67 |