iShares S&P 500 Value Index shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Personal Cfo Solutions 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 Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $571k | 3.7k | 153.87 |
| 2023-06-30 | $565k | 3.5k | 161.17 |
| 2023-03-31 | $598k | 3.9k | 151.78 |
| 2022-12-31 | $560k | 3.9k | 145.06 |
| 2022-09-30 | $696k | 5.4k | 128.60 |
| 2022-06-30 | $630k | 4.6k | 137.40 |
| 2022-03-31 | $732k | 4.7k | 155.71 |
| 2021-12-31 | $1.2M | 7.4k | 156.69 |
| 2021-09-30 | $1.1M | 7.6k | 145.44 |
| 2021-06-30 | $1.2M | 7.9k | 147.68 |
| 2021-03-31 | $1.1M | 8.0k | 141.25 |
| 2020-12-31 | $1.1M | 8.8k | 128.03 |
| 2020-09-30 | $1.0k | 8.1k | 0.12 |
| 2020-06-30 | $967k | 8.9k | 108.23 |
| 2020-03-31 | $1.0M | 11k | 96.27 |
| 2019-12-31 | $1.3M | 10k | 130.09 |
| 2019-09-30 | $1.2M | 9.8k | 118.49 |