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iShares S&P 500 Value Index shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment 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 Sterling Investment 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 26k 206.52
2025-06-30 $5.3M 27k 195.27
2025-03-31 $5.2M 27k 190.59
2024-12-31 $5.3M 28k 190.88
2024-09-30 $5.9M 30k 197.17
2024-06-30 $5.6M 31k 182.01
2024-03-31 $6.1M 33k 186.81
2023-12-31 $6.0M 34k 173.89
2023-09-30 $5.7M 37k 153.84
2023-06-30 $10M 63k 161.19
2023-03-31 $10M 66k 151.76
2022-12-31 $9.6M 66k 145.07
2022-09-30 $8.6M 67k 128.53
2022-06-30 $9.5M 69k 137.46
2022-03-31 $11M 72k 155.72
2021-12-31 $12M 75k 156.63
2021-09-30 $11M 75k 145.42
2021-06-30 $11M 74k 147.65
2021-03-31 $10M 73k 141.23
2020-12-31 $9.2M 72k 128.02
2020-09-30 $8.0M 71k 112.45
2020-06-30 $4.8M 44k 108.20
2020-03-31 $4.0M 41k 96.25
2019-12-31 $5.3M 41k 130.09
2019-09-30 $5.0M 42k 119.13
2019-06-30 $4.9M 42k 116.57
2019-03-31 $4.8M 43k 112.74
2018-12-31 $4.3M 43k 101.14
2018-09-30 $5.0M 43k 115.84
2018-06-30 $4.7M 43k 110.14
2018-03-31 $4.7M 43k 109.33
2017-12-31 $5.0M 44k 114.25
2017-09-30 $4.7M 44k 107.92
2017-06-30 $3.8M 36k 104.95
2017-03-31 $3.3M 32k 104.04
2016-12-31 $3.1M 31k 101.39
2016-09-30 $3.0M 32k 94.96
2016-06-30 $2.8M 30k 92.91
2016-03-31 $2.7M 30k 89.92
2015-12-31 $2.7M 30k 88.53
2015-09-30 $2.7M 32k 84.02
2015-06-30 $3.1M 34k 92.20
2015-03-31 $3.2M 34k 92.55
2014-12-31 $3.4M 36k 93.78

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Ethereum Tr SHS (ETHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sterling Investment Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index