iShares S&P 500 Value Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by SageView Advisory Group 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.7k | 206.51 |
| 2025-06-30 | $1.1M | 5.7k | 199.66 |
| 2025-03-31 | $1.1M | 5.6k | 190.59 |
| 2024-12-31 | $1.1M | 5.6k | 190.91 |
| 2024-09-30 | $587k | 3.0k | 197.18 |
| 2024-06-30 | $880k | 4.8k | 182.01 |
| 2024-03-31 | $1.4M | 7.0k | 195.11 |
| 2023-12-31 | $1.2M | 6.7k | 175.88 |
| 2023-09-30 | $605k | 3.9k | 153.82 |
| 2023-06-30 | $992k | 6.2k | 161.20 |
| 2023-03-31 | $924k | 6.1k | 151.76 |
| 2022-12-31 | $1.1M | 7.8k | 145.06 |