iShares S&P 500 Value Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by RTD Financial 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 RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 79k | 206.51 |
| 2025-06-30 | $16M | 80k | 195.42 |
| 2025-03-31 | $14M | 71k | 190.58 |
| 2024-12-31 | $15M | 76k | 190.88 |
| 2024-09-30 | $15M | 77k | 197.17 |
| 2024-06-30 | $15M | 80k | 182.01 |
| 2024-03-31 | $15M | 82k | 186.81 |
| 2023-12-31 | $15M | 84k | 173.89 |
| 2023-09-30 | $13M | 85k | 153.84 |
| 2023-06-30 | $14M | 87k | 161.19 |
| 2023-03-31 | $13M | 88k | 151.76 |
| 2022-12-31 | $13M | 90k | 145.07 |
| 2022-09-30 | $12M | 90k | 128.52 |
| 2022-06-30 | $12M | 90k | 137.46 |
| 2022-03-31 | $13M | 83k | 155.72 |
| 2021-12-31 | $13M | 86k | 156.63 |