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iShares S&P 500 Value Index shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $76M 370k 206.51
2025-06-30 $70M 359k 195.42
2025-03-31 $67M 352k 190.58
2024-12-31 $62M 326k 190.88
2024-09-30 $65M 329k 197.17
2024-06-30 $60M 331k 182.01
2024-03-31 $63M 335k 186.81
2023-12-31 $41M 233k 173.89
2023-09-30 $36M 232k 153.84
2023-06-30 $35M 219k 161.19
2023-03-31 $27M 179k 151.76
2022-12-31 $20M 1.6k 12469.78
2022-09-30 $16M 127k 128.52
2022-06-30 $19M 135k 137.46
2022-03-31 $17M 110k 155.72
2021-12-31 $17M 108k 156.63
2021-09-30 $15M 104k 145.42
2021-06-30 $13M 88k 147.64
2021-03-31 $10M 73k 141.24
2020-12-31 $9.6M 75k 128.02
2020-09-30 $8.2M 73k 112.45
2020-06-30 $8.6M 79k 108.21
2020-03-31 $7.3M 76k 96.25
2019-12-31 $8.9M 69k 130.09
2019-09-30 $8.1M 68k 119.14
2019-06-30 $7.2M 7.6k 955.46
2019-03-31 $7.2M 13k 574.70
2018-12-31 $9.8M 97k 101.14
2018-09-30 $11M 96k 115.84
2018-06-30 $11M 525k 20.84
2018-03-31 $9.8M 90k 109.34
2017-12-31 $11M 92k 114.23
2017-09-30 $11M 98k 107.91
2017-06-30 $12M 115k 104.96
2017-03-31 $7.5M 72k 104.05
2016-12-31 $7.2M 71k 101.38
2016-09-30 $6.7M 71k 94.96
2016-06-30 $6.3M 68k 92.90
2016-03-31 $5.2M 58k 89.93
2015-12-31 $4.4M 50k 88.52
2015-09-30 $4.2M 50k 84.03
2015-06-30 $4.5M 49k 92.20
2015-03-31 $6.8M 74k 92.57
2014-12-31 $6.8M 72k 93.77
2014-09-30 $6.5M 72k 90.07
2014-06-30 $6.5M 72k 90.28
2014-03-31 $6.2M 71k 86.90
2013-12-31 $6.1M 71k 85.45
2013-09-30 $5.5M 70k 78.32
2013-06-30 $5.3M 70k 75.77
2013-03-31 $5.2M 70k 73.81
2012-12-31 $4.5M 68k 66.39
2012-09-30 $4.3M 66k 65.79
2012-06-30 $4.1M 66k 62.28
2012-03-31 $3.9M 60k 64.93
2011-12-31 $3.4M 59k 57.83
2011-09-30 $2.7M 52k 51.58
2011-06-30 $3.2M 51k 63.32
2011-03-31 $3.2M 51k 63.32
2010-12-31 $3.1M 53k 59.59

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P 500 Value Index

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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index