iShares S&P 500 Value Index shares owned by MONECO Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO 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 MONECO 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 MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 1.9k | 206.51 |
| 2025-06-30 | $381k | 1.9k | 195.42 |
| 2025-03-31 | $338k | 1.8k | 190.58 |
| 2024-12-31 | $342k | 1.8k | 190.88 |
| 2024-09-30 | $347k | 1.8k | 197.17 |
| 2024-06-30 | $320k | 1.8k | 182.01 |
| 2024-03-31 | $329k | 1.8k | 186.81 |
| 2023-12-31 | $333k | 1.9k | 173.89 |
| 2023-09-30 | $249k | 1.6k | 153.84 |
| 2023-06-30 | $260k | 1.6k | 161.19 |
| 2023-03-31 | $286k | 1.9k | 151.78 |
| 2022-12-31 | $273k | 1.9k | 145.07 |
| 2022-09-30 | $242k | 1.9k | 128.72 |
| 2022-06-30 | $260k | 1.9k | 137.35 |
| 2022-03-31 | $292k | 1.9k | 155.57 |
| 2021-12-31 | $290k | 1.9k | 154.58 |
| 2021-09-30 | $235k | 1.6k | 145.51 |
| 2021-06-30 | $208k | 1.4k | 147.94 |
| 2021-03-31 | $220k | 1.6k | 141.12 |