iShares S&P 500 Value Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 31k | 206.51 |
| 2025-06-30 | $5.3M | 27k | 195.42 |
| 2025-03-31 | $5.3M | 28k | 190.58 |
| 2024-12-31 | $4.7M | 25k | 190.88 |
| 2024-09-30 | $7.9M | 40k | 197.17 |
| 2024-06-30 | $7.2M | 40k | 182.01 |
| 2024-03-31 | $7.2M | 39k | 186.81 |
| 2023-12-31 | $6.1M | 35k | 173.89 |
| 2023-09-30 | $5.3M | 34k | 153.84 |
| 2023-06-30 | $5.6M | 35k | 161.19 |
| 2023-03-31 | $5.3M | 35k | 151.76 |
| 2022-12-31 | $5.4M | 37k | 145.07 |
| 2022-09-30 | $4.2M | 33k | 128.52 |
| 2022-06-30 | $4.6M | 34k | 137.45 |
| 2022-03-31 | $6.3M | 40k | 155.72 |
| 2021-12-31 | $6.0M | 39k | 156.64 |
| 2021-09-30 | $5.5M | 38k | 145.42 |
| 2021-06-30 | $5.6M | 38k | 147.64 |
| 2021-03-31 | $3.4M | 24k | 141.25 |
| 2020-12-31 | $935k | 7.3k | 127.98 |
| 2020-09-30 | $742k | 6.6k | 112.46 |
| 2020-06-30 | $602k | 5.6k | 108.25 |
| 2020-03-31 | $326k | 3.4k | 96.19 |
| 2019-12-31 | $282k | 2.2k | 129.95 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors