iShares S&P 500 Value Index shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 115k | 206.51 |
| 2025-06-30 | $19M | 95k | 195.42 |
| 2025-03-31 | $13M | 69k | 190.58 |
| 2024-12-31 | $10M | 54k | 190.88 |
| 2024-09-30 | $11M | 53k | 197.17 |
| 2024-06-30 | $9.8M | 54k | 182.01 |
| 2024-03-31 | $9.7M | 52k | 186.81 |
| 2023-12-31 | $3.4M | 20k | 173.89 |
| 2023-09-30 | $2.8M | 19k | 153.84 |
| 2023-06-30 | $2.7M | 17k | 161.19 |
| 2023-03-31 | $2.5M | 17k | 151.76 |
| 2022-12-31 | $2.4M | 17k | 145.07 |
| 2022-09-30 | $2.1M | 17k | 128.53 |
| 2022-06-30 | $2.3M | 17k | 137.47 |
| 2022-03-31 | $2.6M | 17k | 155.73 |
| 2021-12-31 | $2.6M | 16k | 156.63 |
| 2021-09-30 | $2.7M | 19k | 145.43 |
| 2021-03-31 | $4.4M | 31k | 141.24 |
| 2020-09-30 | $2.1M | 18k | 112.47 |
| 2020-06-30 | $1.8M | 17k | 108.22 |
| 2020-03-31 | $1.4M | 15k | 96.21 |
| 2019-12-31 | $1.9M | 15k | 130.07 |
| 2019-09-30 | $1.2M | 10k | 119.10 |
| 2019-06-30 | $544k | 4.7k | 116.44 |
| 2019-03-31 | $517k | 4.6k | 112.71 |
| 2018-12-31 | $2.7M | 27k | 101.14 |
| 2018-09-30 | $3.4M | 30k | 115.85 |
| 2018-06-30 | $2.9M | 26k | 110.12 |
| 2018-03-31 | $2.0M | 18k | 109.34 |
| 2017-12-31 | $1.9M | 17k | 114.23 |
| 2017-09-30 | $860k | 8.0k | 107.88 |
| 2017-06-30 | $956k | 9.1k | 104.91 |
| 2017-03-31 | $365k | 3.5k | 103.87 |
| 2016-12-31 | $267k | 2.6k | 101.37 |
More positions owned by Steward Partners Investment Advisory
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