iShares S&P 500 Value Index shares owned by Mutual Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 53k | 208.77 |
| 2025-06-30 | $9.8M | 49k | 200.57 |
| 2025-03-31 | $8.5M | 47k | 181.84 |
| 2024-12-31 | $8.6M | 45k | 192.82 |
| 2024-09-30 | $10M | 51k | 197.79 |
| 2024-06-30 | $11M | 55k | 189.35 |
| 2024-03-31 | $9.4M | 50k | 186.81 |
| 2023-12-31 | $11M | 61k | 173.89 |
| 2023-09-30 | $5.5M | 36k | 153.84 |
| 2023-06-30 | $3.4M | 21k | 161.19 |
| 2023-03-31 | $3.1M | 20k | 151.76 |
| 2022-12-31 | $2.8M | 19k | 145.07 |
| 2022-09-30 | $2.6M | 20k | 128.52 |
| 2022-06-30 | $4.2M | 30k | 137.45 |
| 2022-03-31 | $2.5M | 16k | 155.72 |
| 2021-12-31 | $2.9M | 18k | 156.62 |
| 2021-09-30 | $2.7M | 18k | 145.43 |
| 2021-06-30 | $2.8M | 19k | 147.64 |
| 2021-03-31 | $2.7M | 19k | 141.25 |
| 2020-12-31 | $2.7M | 21k | 128.03 |
| 2020-09-30 | $2.5M | 23k | 112.44 |
| 2020-06-30 | $2.6M | 24k | 108.23 |
| 2020-03-31 | $2.4M | 25k | 96.25 |
| 2019-12-31 | $9.7M | 74k | 130.09 |
| 2019-09-30 | $3.1M | 26k | 119.12 |
| 2019-06-30 | $5.3M | 46k | 116.56 |
| 2019-03-31 | $3.1M | 27k | 112.74 |
| 2018-12-31 | $2.7M | 27k | 101.13 |
| 2018-09-30 | $3.7M | 32k | 115.85 |
| 2018-06-30 | $3.2M | 29k | 110.12 |
| 2018-03-31 | $2.7M | 24k | 109.34 |
| 2017-12-31 | $2.6M | 22k | 114.23 |