iShares S&P 500 Value Index shares owned by Pacific Sage Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pacific Sage Partners
from 13F filings
Historical chart of Pacific Sage 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 Pacific Sage Partners 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 Sage Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 1.8k | 206.51 |
| 2025-06-30 | $345k | 1.8k | 195.42 |
| 2024-06-30 | $606k | 3.3k | 182.01 |
| 2024-03-31 | $622k | 3.3k | 186.81 |
| 2023-12-31 | $380k | 2.2k | 173.89 |
| 2023-09-30 | $336k | 2.2k | 153.84 |
| 2023-06-30 | $352k | 2.2k | 161.19 |