iShares S&P 500 Value Index shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $50k | 290 | 173.89 |
| 2023-09-30 | $41k | 269 | 153.84 |
| 2019-06-30 | $6.0k | 52 | 115.38 |
| 2019-03-31 | $6.0k | 52 | 115.38 |
| 2018-12-31 | $5.0k | 54 | 92.59 |
| 2018-09-30 | $0 | 0 | 0.00 |
| 2018-06-30 | $11k | 100 | 110.00 |
| 2018-03-31 | $693k | 6.3k | 109.22 |
| 2017-12-31 | $627k | 5.5k | 114.19 |
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