iShares S&P 500 Value Index shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Tobias 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 Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 16k | 186.81 |
| 2023-09-30 | $2.5M | 16k | 153.84 |
| 2023-06-30 | $2.7M | 17k | 161.19 |
| 2023-03-31 | $2.6M | 17k | 151.76 |
| 2022-12-31 | $2.8M | 20k | 145.07 |
| 2022-09-30 | $2.6M | 20k | 128.50 |
| 2022-06-30 | $2.0M | 15k | 137.46 |
| 2022-03-31 | $2.3M | 15k | 155.71 |
| 2021-09-30 | $2.1M | 15k | 145.41 |
| 2021-06-30 | $2.4M | 16k | 147.64 |
| 2021-03-31 | $2.3M | 16k | 141.22 |
| 2020-12-31 | $973k | 7.6k | 127.99 |
| 2020-09-30 | $1.0M | 9.3k | 112.43 |
| 2020-06-30 | $1.2M | 11k | 108.18 |
| 2020-03-31 | $1.1M | 12k | 96.28 |
| 2019-12-31 | $1.6M | 12k | 130.02 |