iShares S&P 500 Value Index shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet 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 Nicolet Advisory Services 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 Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.5k | 207.89 |
| 2025-06-30 | $1.5M | 7.5k | 194.44 |
| 2025-03-31 | $379k | 2.2k | 175.37 |
| 2024-12-31 | $405k | 2.2k | 188.17 |
| 2024-09-30 | $439k | 2.2k | 195.36 |
| 2024-03-31 | $374k | 2.0k | 184.23 |
| 2023-09-30 | $315k | 2.1k | 151.75 |
| 2023-06-30 | $332k | 2.1k | 159.88 |
| 2020-12-31 | $422k | 3.3k | 127.96 |
| 2020-06-30 | $224k | 2.1k | 108.26 |