iShares S&P 500 Value Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Sowell Financial Services 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 Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 17k | 206.52 |
| 2025-06-30 | $3.2M | 16k | 195.41 |
| 2025-03-31 | $2.9M | 15k | 190.58 |
| 2024-12-31 | $2.9M | 15k | 190.88 |
| 2024-06-30 | $2.3M | 12k | 182.02 |
| 2024-03-31 | $2.1M | 11k | 186.79 |
| 2023-03-31 | $366k | 2.4k | 151.62 |
| 2021-03-31 | $479k | 3.2k | 149.45 |
| 2020-12-31 | $423k | 3.3k | 128.03 |
| 2020-09-30 | $1.6M | 14k | 112.42 |
| 2020-06-30 | $1.6M | 15k | 108.19 |
| 2020-03-31 | $337k | 3.5k | 96.18 |
| 2019-12-31 | $1.7M | 13k | 130.07 |
| 2019-09-30 | $1.6M | 13k | 119.12 |
| 2019-03-31 | $1.4M | 12k | 112.74 |
| 2018-12-31 | $811k | 8.0k | 101.08 |
| 2018-06-30 | $3.8M | 34k | 113.46 |
| 2018-03-31 | $3.9M | 36k | 108.55 |
| 2017-12-31 | $4.2M | 36k | 118.32 |
| 2017-09-30 | $3.9M | 36k | 109.47 |
| 2017-06-30 | $3.9M | 36k | 106.45 |
| 2017-03-31 | $3.3M | 32k | 103.86 |
| 2016-12-31 | $3.0M | 28k | 105.19 |