iShares S&P 500 Value Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 19k | 206.51 |
| 2025-06-30 | $3.4M | 18k | 195.42 |
| 2025-03-31 | $3.3M | 17k | 190.58 |
| 2024-12-31 | $3.3M | 17k | 190.88 |
| 2024-09-30 | $3.4M | 17k | 197.17 |
| 2024-06-30 | $3.2M | 18k | 182.01 |
| 2024-03-31 | $3.2M | 18k | 181.04 |
| 2023-12-31 | $3.0M | 17k | 173.89 |
| 2023-09-30 | $2.8M | 18k | 153.84 |
| 2023-06-30 | $2.9M | 18k | 161.19 |
| 2023-03-31 | $2.6M | 17k | 151.76 |
| 2022-12-31 | $2.1M | 15k | 145.07 |
| 2022-09-30 | $2.1M | 17k | 128.50 |
| 2022-06-30 | $1.7M | 13k | 137.49 |
| 2022-03-31 | $2.0M | 13k | 155.72 |
| 2021-12-31 | $1.9M | 12k | 156.66 |
| 2021-09-30 | $1.3M | 9.2k | 145.47 |
| 2021-06-30 | $1.4M | 9.2k | 147.66 |
| 2021-03-31 | $1.3M | 9.2k | 141.22 |
| 2020-12-31 | $1.2M | 9.2k | 128.03 |
| 2020-09-30 | $535k | 4.8k | 112.54 |
| 2020-06-30 | $525k | 4.9k | 108.16 |
| 2020-03-31 | $511k | 4.9k | 105.27 |
| 2019-12-31 | $618k | 4.8k | 130.02 |
| 2019-09-30 | $593k | 5.0k | 119.12 |
| 2019-06-30 | $580k | 5.0k | 116.51 |
| 2019-03-31 | $561k | 5.0k | 112.70 |
| 2018-12-31 | $503k | 5.0k | 101.04 |
| 2018-09-30 | $539k | 4.9k | 109.64 |
| 2018-06-30 | $528k | 4.7k | 113.40 |
| 2018-03-31 | $951k | 8.7k | 109.29 |
| 2017-12-31 | $486k | 4.3k | 114.30 |
| 2017-09-30 | $459k | 4.3k | 107.87 |