iShares S&P 500 Value Index shares owned by Savvy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Savvy Advisors
from 13F filings
Historical chart of Savvy 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 Savvy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Savvy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.6M | 12k | 211.15 |
| 2025-12-31 | $1.4M | 6.5k | 212.06 |
| 2025-09-30 | $978k | 4.7k | 206.50 |
| 2025-06-30 | $1.1M | 5.7k | 195.42 |
| 2025-03-31 | $1.2M | 6.5k | 190.58 |
| 2024-12-31 | $654k | 3.4k | 190.88 |
| 2024-09-30 | $538k | 2.7k | 197.17 |
| 2024-06-30 | $472k | 2.6k | 182.01 |
| 2024-03-31 | $357k | 1.9k | 186.81 |
| 2023-12-31 | $254k | 1.5k | 173.89 |