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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Aaron Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |