iShares S&P 500 Value Index shares owned by Sanctuary Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sanctuary Advisors
from 13F filings
Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $205M | 965k | 212.07 |
| 2025-09-30 | $158M | 763k | 206.51 |
| 2025-06-30 | $144M | 735k | 195.42 |
| 2025-03-31 | $119M | 626k | 190.58 |
| 2024-12-31 | $96M | 487k | 197.41 |
| 2024-09-30 | $97M | 475k | 203.74 |
| 2024-06-30 | $83M | 458k | 180.15 |