iShares S&P 500 Value Index shares owned by Southern Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Southern Capital Advisors
from 13F filings
Historical chart of Southern Capital 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 Southern Capital 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 Southern Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 20k | 206.51 |
| 2025-06-30 | $3.5M | 18k | 195.42 |
| 2025-03-31 | $3.3M | 17k | 190.58 |
| 2024-12-31 | $2.9M | 15k | 190.88 |
| 2024-09-30 | $3.0M | 15k | 197.17 |
| 2024-06-30 | $2.6M | 14k | 182.01 |
| 2024-03-31 | $2.7M | 14k | 186.81 |
| 2023-12-31 | $2.4M | 14k | 173.89 |
| 2023-09-30 | $1.8M | 12k | 153.85 |
| 2023-06-30 | $2.0M | 13k | 161.20 |
| 2023-03-31 | $1.8M | 12k | 151.76 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.48 |
| 2022-06-30 | $1.5M | 11k | 137.46 |
| 2022-03-31 | $1.6M | 10k | 155.68 |
| 2021-12-31 | $1.4M | 9.2k | 156.63 |