iShares S&P 500 Value Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Sage Mountain 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 Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $499k | 2.4k | 211.15 |
| 2025-12-31 | $503k | 2.4k | 212.07 |
| 2025-09-30 | $490k | 2.4k | 206.51 |
| 2025-06-30 | $464k | 2.4k | 195.42 |
| 2025-03-31 | $519k | 2.7k | 190.58 |
| 2024-12-31 | $570k | 3.0k | 190.88 |
| 2024-09-30 | $420k | 2.1k | 197.17 |
| 2024-06-30 | $70k | 382 | 182.00 |
| 2024-03-31 | $71k | 382 | 186.80 |
| 2023-12-31 | $66k | 381 | 173.74 |
| 2023-09-30 | $58k | 379 | 153.84 |
| 2023-06-30 | $61k | 376 | 161.19 |
| 2023-03-31 | $57k | 376 | 151.76 |
| 2022-12-31 | $53k | 365 | 145.07 |
| 2022-09-30 | $26k | 200 | 130.00 |
| 2022-06-30 | $27k | 200 | 135.00 |
| 2022-03-31 | $31k | 200 | 155.00 |
| 2021-12-31 | $31k | 200 | 155.00 |
| 2021-09-30 | $29k | 200 | 145.00 |
| 2021-06-30 | $30k | 200 | 150.00 |
| 2021-03-31 | $28k | 200 | 140.00 |
| 2020-12-31 | $26k | 200 | 130.00 |