iShares S&P 500 Value Index shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Aaron Wealth 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 Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $501k | 2.6k | 190.88 |
| 2024-09-30 | $601k | 3.0k | 197.17 |
| 2024-06-30 | $586k | 3.2k | 182.01 |
| 2024-03-31 | $602k | 3.2k | 186.81 |
| 2023-12-31 | $560k | 3.2k | 173.89 |
| 2023-09-30 | $539k | 3.5k | 153.84 |
| 2023-06-30 | $565k | 3.5k | 161.19 |
| 2023-03-31 | $532k | 3.5k | 151.76 |
| 2022-12-31 | $483k | 3.3k | 145.07 |
| 2022-09-30 | $527k | 4.1k | 128.57 |
| 2022-06-30 | $576k | 4.2k | 137.40 |
| 2022-03-31 | $1.7M | 262k | 6.42 |
| 2021-12-31 | $242k | 1.6k | 156.13 |
| 2021-09-30 | $225k | 1.6k | 145.16 |