iShares S&P 500 Value Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 7.0k | 195.11 |
| 2023-12-31 | $1.2M | 6.7k | 175.88 |
| 2023-09-30 | $605k | 3.9k | 153.82 |
| 2023-06-30 | $992k | 6.2k | 161.20 |
| 2023-03-31 | $924k | 6.1k | 151.76 |
| 2022-12-31 | $1.1M | 7.8k | 145.06 |