iShares S&P 500 Value Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes 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 Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $867k | 5.6k | 153.84 |
| 2023-06-30 | $910k | 5.6k | 161.19 |
| 2023-03-31 | $684k | 4.5k | 151.77 |
| 2022-12-31 | $654k | 4.5k | 145.07 |
| 2020-12-31 | $47k | 365 | 128.77 |
| 2020-09-30 | $245k | 2.2k | 112.33 |
| 2020-06-30 | $230k | 2.1k | 108.13 |
| 2020-03-31 | $205k | 2.1k | 96.38 |
| 2019-12-31 | $277k | 2.1k | 130.23 |
| 2019-09-30 | $262k | 2.2k | 118.98 |
| 2019-06-30 | $257k | 2.2k | 116.71 |
| 2019-03-31 | $314k | 2.8k | 112.79 |
| 2018-12-31 | $289k | 2.9k | 101.08 |
| 2018-09-30 | $331k | 2.9k | 115.77 |
| 2018-06-30 | $114k | 1.0k | 110.04 |
| 2018-03-31 | $64k | 582 | 109.97 |