iShares S&P 500 Value Index shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Mount Yale 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 Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.8M | 25k | 195.42 |
| 2025-03-31 | $4.0M | 21k | 190.58 |
| 2024-12-31 | $2.9M | 15k | 190.89 |
| 2024-09-30 | $3.3M | 17k | 197.17 |
| 2024-06-30 | $3.1M | 17k | 182.01 |
| 2024-03-31 | $3.4M | 18k | 186.81 |
| 2023-09-30 | $299k | 1.9k | 153.84 |
| 2023-06-30 | $313k | 1.9k | 161.19 |
| 2023-03-31 | $295k | 1.9k | 151.76 |
| 2022-12-31 | $218k | 1.5k | 145.07 |
| 2022-09-30 | $313k | 2.4k | 128.59 |
| 2022-06-30 | $335k | 2.4k | 137.63 |
| 2022-03-31 | $433k | 2.8k | 155.70 |
| 2021-12-31 | $3.8M | 24k | 156.62 |
| 2021-09-30 | $404k | 2.8k | 145.27 |
| 2020-12-31 | $1.7M | 13k | 127.98 |
More positions owned by Mount Yale Investment Advisors
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