iShares S&P 500 Value Index shares owned by Bromfield Sneider Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bromfield Sneider Wealth Advisors
from 13F filings
Historical chart of Bromfield Sneider 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 Bromfield Sneider Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $602k | 3.2k | 186.78 |
| 2023-12-31 | $560k | 3.2k | 173.86 |
| 2023-09-30 | $496k | 3.2k | 153.82 |
| 2023-06-30 | $519k | 3.2k | 161.17 |
| 2023-03-31 | $489k | 3.2k | 151.74 |
| 2022-12-31 | $467k | 3.2k | 145.05 |
| 2022-09-30 | $414k | 3.2k | 128.49 |
| 2022-06-30 | $443k | 3.2k | 137.49 |
| 2022-03-31 | $502k | 3.2k | 155.80 |
| 2021-12-31 | $505k | 3.2k | 156.73 |
More positions owned by Bromfield Sneider Wealth Advisors
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