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iShares S&P 500 Value Index shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors 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 Hanson McClain Advisors 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 114k 186.81
2023-12-31 $20M 112k 173.89
2023-09-30 $16M 107k 153.84
2023-06-30 $17M 108k 161.19
2023-03-31 $17M 112k 151.76
2022-12-31 $16M 113k 145.07
2022-09-30 $14M 110k 128.52
2022-06-30 $12M 84k 137.46
2022-03-31 $13M 83k 155.72
2021-12-31 $6.0M 38k 156.62
2021-09-30 $6.0M 41k 145.42
2021-06-30 $6.0M 41k 147.63
2021-03-31 $4.5M 32k 141.25
2020-12-31 $593k 4.6k 127.97
2020-09-30 $520k 4.6k 112.38
2020-06-30 $464k 4.3k 108.16
2020-03-31 $2.8M 30k 96.25
2019-12-31 $43k 334 128.74
2019-09-30 $40k 333 120.12
2019-06-30 $6.0k 53 113.21
2019-03-31 $6.0k 53 113.21
2018-12-31 $5.0k 53 94.34
2018-09-30 $6.0k 53 113.21
2018-06-30 $6.0k 53 113.21
2018-03-31 $6.0k 53 113.21
2017-12-31 $6.0k 53 113.21
2017-09-30 $6.0k 53 113.21
2017-06-30 $23k 216 106.48
2017-03-31 $6.0k 53 113.21
2016-12-31 $5.0k 53 94.34
2016-09-30 $53k 557 95.15
2016-06-30 $5.0k 53 94.34
2016-03-31 $5.0k 53 94.34
2015-12-31 $5.0k 53 94.34
2015-09-30 $4.0k 53 75.47
2015-06-30 $5.0k 53 94.34
2015-03-31 $5.0k 53 94.34
2014-06-30 $538k 6.0k 90.24
2014-03-31 $518k 6.0k 86.88