iShares S&P 500 Value Index shares owned by Resources Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Resources Investment Advisors
from 13F filings
Historical chart of Resources 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 Resources 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 Resources Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148M | 718k | 206.51 |
| 2025-06-30 | $135M | 688k | 195.42 |
| 2025-03-31 | $126M | 660k | 190.58 |
| 2024-12-31 | $84M | 442k | 190.88 |
| 2024-09-30 | $88M | 446k | 197.17 |
| 2024-06-30 | $80M | 440k | 182.01 |
| 2024-03-31 | $62M | 329k | 186.81 |
| 2023-09-30 | $15M | 96k | 153.84 |
| 2023-06-30 | $11M | 67k | 161.19 |
| 2023-03-31 | $10M | 68k | 151.76 |
| 2022-12-31 | $10M | 69k | 145.07 |
| 2022-09-30 | $9.9M | 77k | 128.53 |
| 2022-06-30 | $10M | 75k | 137.46 |
| 2022-03-31 | $12M | 76k | 155.72 |
| 2021-12-31 | $12M | 78k | 156.63 |
| 2021-09-30 | $12M | 82k | 145.41 |
| 2021-06-30 | $13M | 88k | 147.65 |
| 2021-03-31 | $13M | 88k | 141.24 |
| 2020-12-31 | $11M | 87k | 128.03 |
| 2020-09-30 | $9.8M | 87k | 112.45 |
| 2020-06-30 | $9.3M | 86k | 108.21 |
| 2020-03-31 | $7.8M | 82k | 96.25 |
| 2019-12-31 | $1.9M | 15k | 130.08 |
| 2019-09-30 | $1.7M | 14k | 119.17 |
| 2019-06-30 | $530k | 4.5k | 116.49 |
| 2019-03-31 | $743k | 6.4k | 116.21 |
| 2018-12-31 | $597k | 5.8k | 102.94 |
| 2018-09-30 | $656k | 5.7k | 115.84 |
| 2018-06-30 | $608k | 5.5k | 110.05 |
| 2018-03-31 | $610k | 5.6k | 109.26 |
| 2017-12-31 | $638k | 5.6k | 114.28 |
| 2017-06-30 | $580k | 5.5k | 104.98 |
More positions owned by Resources Investment Advisors
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