iShares S&P 500 Value Index shares owned by Semmax Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Semmax Financial Advisors
from 13F filings
Historical chart of Semmax Financial 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 Semmax 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 Semmax Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 5.4k | 198.76 |
| 2025-03-31 | $906k | 4.9k | 185.38 |
| 2024-09-30 | $606k | 3.0k | 201.04 |
| 2024-06-30 | $525k | 2.8k | 186.72 |
| 2024-03-31 | $444k | 2.4k | 184.15 |
| 2023-12-31 | $139k | 799 | 174.27 |
| 2022-12-31 | $53k | 344 | 154.07 |