iShares S&P 500 Value Index shares owned by ONE Advisory Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by ONE Advisory Partners
from 13F filings
Historical chart of ONE Advisory Partners 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 ONE Advisory Partners 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 ONE Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 76k | 204.31 |
| 2025-06-30 | $14M | 70k | 200.17 |
| 2025-03-31 | $11M | 58k | 190.58 |
| 2024-12-31 | $7.0M | 37k | 190.88 |
| 2024-09-30 | $7.3M | 37k | 197.17 |
| 2024-06-30 | $6.8M | 37k | 182.01 |
| 2024-03-31 | $6.7M | 36k | 186.81 |
| 2022-06-30 | $204k | 1.5k | 137.47 |