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iShares S&P 500 Value Index shares owned by Northstar Investment Advisors

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

Historical chart of Northstar Investment 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 Northstar Investment 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 Northstar Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $343k 2.3k 148.87
2021-03-31 $325k 2.3k 141.06
2020-12-31 $295k 2.3k 128.04
2020-09-30 $259k 2.3k 112.41