iShares S&P 500 Value Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Powell Investment 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 Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 156k | 206.51 |
| 2025-06-30 | $31M | 160k | 195.42 |
| 2025-03-31 | $29M | 151k | 190.58 |
| 2024-12-31 | $27M | 143k | 190.88 |
| 2024-09-30 | $28M | 143k | 197.17 |
| 2024-06-30 | $26M | 141k | 182.01 |
| 2024-03-31 | $26M | 141k | 186.81 |
| 2023-12-31 | $24M | 139k | 173.89 |
| 2023-09-30 | $21M | 138k | 154.68 |
| 2023-06-30 | $22M | 137k | 161.19 |
| 2023-03-31 | $22M | 145k | 151.76 |
| 2022-12-31 | $21M | 144k | 145.07 |
| 2022-09-30 | $19M | 144k | 128.52 |
| 2022-06-30 | $20M | 143k | 137.46 |
| 2022-03-31 | $21M | 134k | 155.72 |
| 2021-12-31 | $20M | 127k | 156.63 |
| 2021-09-30 | $18M | 122k | 145.42 |
| 2021-06-30 | $18M | 123k | 147.64 |
| 2021-03-31 | $17M | 119k | 141.24 |
| 2020-12-31 | $15M | 115k | 128.02 |
| 2020-09-30 | $13M | 113k | 112.45 |
| 2020-06-30 | $11M | 102k | 108.21 |
| 2020-03-31 | $7.5M | 78k | 96.26 |
| 2019-12-31 | $8.5M | 66k | 130.09 |
More positions owned by Powell Investment Advisors
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