iShares S&P 500 Value Index shares owned by Vestmark Advisory Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Vestmark Advisory Solutions
from 13F filings
Historical chart of Vestmark Advisory Solutions investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Vestmark Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 34k | 206.48 |
| 2025-06-30 | $5.7M | 29k | 195.42 |
| 2025-03-31 | $8.9M | 47k | 190.58 |
| 2022-06-30 | $244k | 1.8k | 137.54 |
| 2022-03-31 | $289k | 1.9k | 155.46 |
| 2021-12-31 | $375k | 2.4k | 156.45 |
| 2021-09-30 | $323k | 2.2k | 145.43 |
| 2021-06-30 | $314k | 2.1k | 147.76 |
| 2021-03-31 | $305k | 2.2k | 141.40 |
| 2020-12-31 | $224k | 1.7k | 128.22 |
| 2019-09-30 | $206k | 1.7k | 119.42 |
More positions owned by Vestmark Advisory Solutions
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