iShares S&P 500 Value Index shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 8.3k | 173.78 |
| 2023-09-30 | $1.4M | 8.9k | 152.98 |
| 2023-06-30 | $1.5M | 9.3k | 161.19 |
| 2023-03-31 | $1.4M | 9.5k | 151.76 |
| 2022-12-31 | $1.4M | 9.6k | 145.07 |
| 2022-09-30 | $1.2M | 9.6k | 128.54 |
| 2022-06-30 | $1.1M | 8.3k | 137.26 |
| 2022-03-31 | $1.4M | 9.3k | 155.88 |
| 2021-12-31 | $1.5M | 9.7k | 156.73 |
| 2021-09-30 | $1.5M | 11k | 145.39 |
| 2021-06-30 | $1.6M | 11k | 147.45 |
| 2020-12-31 | $1.4M | 11k | 127.99 |
| 2020-09-30 | $1.2M | 10k | 112.12 |
| 2020-06-30 | $1.1M | 10k | 108.34 |
| 2020-03-31 | $909k | 9.5k | 95.96 |
| 2019-12-31 | $1.2M | 9.5k | 130.05 |
More positions owned by Acorn Financial Advisory Services
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