iShares S&P 500 Value Index shares owned by Seven Mile Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Seven Mile Advisory
from 13F filings
Historical chart of Seven Mile Advisory 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 Seven Mile Advisory 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 Seven Mile Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $621k | 3.2k | 197.17 |
| 2024-06-30 | $574k | 3.2k | 182.01 |
| 2024-03-31 | $589k | 3.2k | 186.81 |
| 2023-12-31 | $550k | 3.2k | 173.89 |
| 2023-09-30 | $486k | 3.2k | 153.84 |