iShares S&P 500 Value Index shares owned by Smartleaf Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Smartleaf Asset Management
from 13F filings
Historical chart of Smartleaf Asset Management 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 Smartleaf Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Smartleaf Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 11k | 205.80 |
| 2025-06-30 | $2.0M | 10k | 194.35 |
| 2025-03-31 | $858k | 4.5k | 188.83 |
| 2024-12-31 | $807k | 4.2k | 190.64 |
| 2024-09-30 | $786k | 4.0k | 196.50 |
| 2024-06-30 | $679k | 3.7k | 181.83 |
| 2024-03-31 | $691k | 3.7k | 186.11 |
| 2023-12-31 | $641k | 3.7k | 174.21 |
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