iShares S&P 500 Value Index shares owned by Pacific Point Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pacific Point Advisors
from 13F filings
Historical chart of Pacific Point 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 Pacific Point Advisors 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 Pacific Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $819k | 4.0k | 206.51 |
| 2025-06-30 | $775k | 4.0k | 195.42 |
| 2025-03-31 | $756k | 4.0k | 190.58 |
| 2024-12-31 | $776k | 4.0k | 195.75 |