iShares S&P 500 Value Index shares owned by Zeke Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Zeke Capital Advisors
from 13F filings
Historical chart of Zeke Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Zeke Capital Advisors 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 Zeke Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $654k | 4.5k | 145.07 |
| 2022-09-30 | $580k | 4.5k | 128.57 |
| 2022-06-30 | $620k | 4.5k | 137.44 |
| 2022-03-31 | $702k | 4.5k | 155.62 |
| 2021-12-31 | $707k | 4.5k | 156.73 |
| 2021-09-30 | $656k | 4.5k | 145.42 |
| 2021-06-30 | $666k | 4.5k | 147.64 |
| 2021-03-31 | $637k | 4.5k | 141.21 |
| 2020-12-31 | $577k | 4.5k | 127.91 |
| 2020-09-30 | $507k | 4.5k | 112.39 |
| 2020-06-30 | $488k | 4.5k | 108.18 |
| 2020-03-31 | $434k | 4.5k | 96.21 |
| 2019-12-31 | $587k | 4.5k | 130.13 |
| 2019-09-30 | $537k | 4.5k | 119.04 |
| 2019-06-30 | $526k | 4.5k | 116.60 |
| 2019-03-31 | $509k | 4.5k | 112.84 |
| 2018-12-31 | $456k | 4.5k | 101.09 |
| 2018-09-30 | $523k | 4.5k | 115.94 |
| 2018-06-30 | $497k | 4.5k | 110.18 |
| 2018-03-31 | $456k | 4.2k | 109.43 |
| 2017-12-31 | $476k | 4.2k | 114.23 |
| 2017-09-30 | $450k | 4.2k | 107.99 |
| 2017-06-30 | $437k | 4.2k | 104.87 |
| 2017-03-31 | $434k | 4.2k | 104.15 |
| 2016-12-31 | $422k | 4.2k | 101.27 |
| 2016-09-30 | $391k | 4.2k | 93.83 |
| 2016-06-30 | $387k | 4.2k | 92.87 |
| 2016-03-31 | $375k | 4.2k | 89.99 |