Cliff Asness's IVE Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 29,594 shares of iShares S&P 500 Value ETF (IVE) worth $6.11 M, representing 0.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Cliff Asness has maintained this position in IVE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 46,242 shares. Largest reduction occurred in Q1 2025, reducing 17,318 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's iShares S&P 500 Value ETF (IVE) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares S&P 500 Value ETF (IVE) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +5,211 | New Buy | 5,211 | $186.81 |
| Q2 2024 | -442 | Reduce 8.48% | 4,769 | $182.01 |
| Q3 2024 | +4,221 | Add 88.51% | 8,990 | $197.17 |
| Q4 2024 | +46,242 | Add 514.37% | 55,232 | $190.88 |
| Q1 2025 | -17,318 | Reduce 31.36% | 37,914 | $190.58 |
| Q2 2025 | -10,020 | Reduce 26.43% | 27,894 | $195.42 |
| Q3 2025 | +1,700 | Add 6.09% | 29,594 | $206.51 |
Cliff Asness's iShares S&P 500 Value ETF Investment FAQs
Cliff Asness first purchased iShares S&P 500 Value ETF (IVE) in Q1 2024, acquiring 5,211 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held iShares S&P 500 Value ETF (IVE) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to iShares S&P 500 Value ETF (IVE) was in Q4 2024, adding 55,232 shares worth $10.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 29,594 shares of iShares S&P 500 Value ETF (IVE), valued at approximately $6.11 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares S&P 500 Value ETF (IVE) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in iShares S&P 500 Value ETF (IVE) was 55,232 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.