iShares S&P 500 Value Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.6M | 19k | 186.81 |
2023-12-31 | $3.3M | 19k | 173.89 |
2023-09-30 | $2.9M | 19k | 153.84 |
2023-06-30 | $3.1M | 19k | 161.19 |
2023-03-31 | $2.9M | 19k | 151.76 |
2022-12-31 | $2.8M | 19k | 145.07 |
2022-09-30 | $2.4M | 19k | 128.50 |
2022-06-30 | $2.6M | 19k | 137.44 |
2022-03-31 | $3.0M | 19k | 155.69 |
2021-12-31 | $2.9M | 19k | 156.63 |
2021-09-30 | $2.7M | 19k | 145.42 |
2021-06-30 | $2.8M | 19k | 147.62 |
2021-03-31 | $2.7M | 19k | 141.23 |
2020-12-31 | $2.5M | 19k | 128.01 |