iShares S&P 500 Value Index shares owned by United Advisor Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 206.50 |
| 2025-06-30 | $1.8M | 9.4k | 195.41 |
| 2025-03-31 | $1.7M | 9.1k | 190.58 |
| 2024-12-31 | $1.6M | 8.6k | 190.88 |
| 2024-09-30 | $1.7M | 8.7k | 197.17 |
| 2024-06-30 | $1.6M | 8.9k | 182.01 |
| 2024-03-31 | $1.7M | 9.2k | 186.81 |
| 2023-12-31 | $258k | 1.5k | 173.99 |