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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
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 $3.8M 36k 104.95
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 Tr Core 1 5 Yr Usd (ISTB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sterling Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index