iShares S&P 500 Value Index shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $453k | 2.4k | 186.79 |
| 2023-12-31 | $415k | 2.4k | 173.88 |
| 2023-09-30 | $365k | 2.4k | 153.81 |
| 2023-06-30 | $438k | 2.7k | 161.22 |
| 2023-03-31 | $749k | 4.9k | 151.75 |
| 2022-12-31 | $807k | 5.6k | 145.08 |
| 2022-09-30 | $816k | 6.3k | 128.54 |
| 2022-06-30 | $3.1M | 22k | 137.47 |
| 2022-03-31 | $4.9M | 32k | 155.72 |
| 2021-12-31 | $10M | 65k | 156.64 |
| 2021-09-30 | $11M | 73k | 145.42 |
| 2021-06-30 | $11M | 71k | 147.64 |
| 2021-03-31 | $11M | 81k | 141.24 |
| 2020-12-31 | $14M | 107k | 128.03 |
| 2020-09-30 | $13M | 118k | 112.45 |
| 2020-06-30 | $16M | 148k | 108.21 |
| 2020-03-31 | $9.7M | 101k | 96.25 |
| 2019-12-31 | $11M | 85k | 130.09 |