iShares S&P 500 Value Index shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors 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 Wealth 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 One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 96k | 206.51 |
| 2025-06-30 | $17M | 87k | 195.42 |
| 2025-03-31 | $14M | 74k | 190.58 |
| 2024-12-31 | $10M | 53k | 190.88 |
| 2024-09-30 | $10M | 51k | 197.17 |
| 2024-06-30 | $9.3M | 50k | 185.73 |
| 2024-03-31 | $8.8M | 47k | 186.81 |
| 2023-09-30 | $382k | 2.5k | 153.84 |
| 2023-06-30 | $863k | 5.4k | 161.19 |
| 2023-03-31 | $672k | 4.4k | 151.76 |
| 2022-12-31 | $941k | 6.5k | 145.07 |
| 2022-09-30 | $862k | 6.7k | 128.56 |
| 2022-06-30 | $619k | 4.5k | 137.53 |
| 2022-03-31 | $203k | 1.3k | 155.91 |