iShares S&P 500 Value Index shares owned by PSI Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PSI Advisors
from 13F filings
Historical chart of PSI Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by PSI 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 PSI Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 1.2k | 206.51 |
| 2025-06-30 | $241k | 1.2k | 195.42 |
| 2025-03-31 | $286k | 1.5k | 190.58 |
| 2024-12-31 | $268k | 1.4k | 190.88 |
| 2024-09-30 | $247k | 1.3k | 197.17 |
| 2024-06-30 | $228k | 1.3k | 182.01 |
| 2024-03-31 | $234k | 1.3k | 186.81 |
| 2023-12-31 | $226k | 1.3k | 173.89 |
| 2023-09-30 | $207k | 1.3k | 153.84 |
| 2023-06-30 | $217k | 1.3k | 161.19 |
| 2023-03-31 | $204k | 1.3k | 151.76 |
| 2022-12-31 | $217k | 1.5k | 145.07 |
| 2022-09-30 | $889k | 6.9k | 128.56 |
| 2022-06-30 | $1.4M | 10k | 137.47 |
| 2022-03-31 | $1.6M | 10k | 150.00 |
| 2021-12-31 | $1.6M | 10k | 156.61 |
| 2021-09-30 | $1.5M | 10k | 145.39 |
| 2021-06-30 | $1.6M | 11k | 147.59 |
| 2021-03-31 | $1.6M | 11k | 141.20 |
| 2020-12-31 | $1.4M | 11k | 127.98 |
| 2020-09-30 | $1.4M | 13k | 112.40 |
| 2020-06-30 | $1.5M | 14k | 108.15 |
| 2020-03-31 | $1.4M | 15k | 96.21 |
| 2019-12-31 | $2.0M | 16k | 130.08 |