iShares S&P 500 Value Index shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services 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 N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $917k | 4.4k | 206.50 |
| 2025-06-30 | $867k | 4.4k | 195.41 |
| 2025-03-31 | $865k | 4.5k | 190.57 |
| 2024-12-31 | $869k | 4.6k | 190.87 |
| 2024-09-30 | $918k | 4.7k | 197.16 |
| 2024-06-30 | $847k | 4.7k | 182.00 |
| 2024-03-31 | $870k | 4.7k | 186.80 |
| 2023-12-31 | $791k | 4.5k | 173.88 |
| 2023-09-30 | $796k | 5.2k | 153.84 |
| 2023-06-30 | $834k | 5.2k | 161.19 |
| 2023-03-31 | $1.1M | 6.9k | 151.76 |
| 2022-12-31 | $1.0M | 6.9k | 145.07 |
| 2022-09-30 | $991k | 7.7k | 128.48 |
| 2022-06-30 | $1.1M | 7.8k | 137.46 |
| 2022-03-31 | $2.1M | 15k | 141.10 |
| 2021-12-31 | $1.5M | 9.7k | 156.65 |
| 2021-09-30 | $1.6M | 11k | 145.45 |
| 2021-06-30 | $1.8M | 12k | 147.81 |
| 2021-03-31 | $2.1M | 15k | 142.07 |
| 2020-12-31 | $2.8M | 22k | 128.23 |