iShares S&P 500 Value Index shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Rise 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 Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $48k | 253 | 191.11 |
| 2024-09-30 | $50k | 252 | 197.09 |
| 2024-06-30 | $46k | 250 | 182.34 |
| 2024-03-31 | $47k | 249 | 187.02 |
| 2023-12-31 | $43k | 248 | 173.99 |
| 2023-09-30 | $38k | 246 | 153.63 |
| 2023-06-30 | $71k | 437 | 161.35 |
| 2023-03-31 | $66k | 436 | 151.72 |
| 2022-12-31 | $63k | 434 | 145.02 |
| 2022-09-30 | $55k | 431 | 127.61 |
| 2022-06-30 | $59k | 428 | 137.85 |
| 2022-03-31 | $37k | 240 | 154.17 |
| 2021-12-31 | $37k | 238 | 156.95 |