iShares S&P 500 Value Index shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Sunbelt Securities 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 Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 47k | 206.51 |
| 2025-06-30 | $9.1M | 48k | 190.88 |
| 2025-03-31 | $8.3M | 44k | 190.58 |
| 2024-12-31 | $9.1M | 48k | 190.63 |
| 2024-09-30 | $8.2M | 41k | 197.17 |
| 2024-06-30 | $7.1M | 39k | 182.01 |
| 2024-03-31 | $7.0M | 38k | 186.81 |
| 2023-12-31 | $6.7M | 39k | 173.89 |
| 2023-09-30 | $6.1M | 39k | 153.84 |
| 2023-06-30 | $6.3M | 39k | 161.19 |
| 2023-03-31 | $5.8M | 38k | 149.74 |
| 2022-12-31 | $4.9M | 34k | 145.07 |
| 2022-09-30 | $4.1M | 32k | 128.51 |
| 2022-06-30 | $4.5M | 33k | 137.45 |
| 2022-03-31 | $4.3M | 28k | 157.84 |
| 2021-12-31 | $3.7M | 24k | 155.45 |
| 2021-09-30 | $2.9M | 20k | 146.66 |
| 2021-06-30 | $2.9M | 20k | 146.66 |
| 2021-03-31 | $2.6M | 19k | 141.25 |
| 2020-12-31 | $1.5M | 12k | 128.05 |
| 2020-09-30 | $1.3M | 11k | 112.45 |
| 2019-12-31 | $15k | 455 | 32.51 |