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iShares S&P 500 Value Index shares owned by Johanson Financial Advisors

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

Historical chart of Johanson Financial 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 Johanson Financial 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 Johanson Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $7.1M 45k 156.63
2021-09-30 $6.4M 44k 145.42
2021-06-30 $6.5M 44k 147.95
2021-03-31 $6.2M 43k 144.09
2020-12-31 $5.5M 43k 128.03
2020-09-30 $4.8M 42k 114.57
2020-06-30 $4.6M 42k 108.21
2020-03-31 $4.2M 44k 96.19
2019-12-31 $45M 5.8M 7.69
2019-09-30 $5.3M 44k 119.23
2019-06-30 $5.1M 44k 116.58
2019-03-31 $4.9M 43k 112.69
2018-12-31 $4.4M 43k 101.08
2018-09-30 $4.9M 43k 115.91
2018-06-30 $4.7M 43k 110.08
2018-03-31 $4.5M 43k 104.05
2017-12-31 $5.0M 44k 114.20
2017-09-30 $4.7M 43k 107.99
2017-06-30 $4.5M 43k 105.03
2017-03-31 $4.5M 43k 104.05
2016-09-30 $4.1M 44k 94.92
2016-06-30 $4.1M 44k 92.95
2016-03-31 $4.0M 45k 89.95
2015-12-31 $4.3M 49k 88.48