iShares S&P 500 Value Index shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 2.2k | 206.53 |
| 2025-03-31 | $216k | 1.1k | 190.55 |
| 2024-12-31 | $243k | 1.3k | 190.85 |
| 2024-09-30 | $250k | 1.3k | 197.10 |
| 2024-06-30 | $240k | 1.3k | 182.03 |
| 2023-09-30 | $303k | 2.0k | 153.86 |
| 2023-06-30 | $317k | 2.0k | 161.21 |
| 2023-03-31 | $298k | 2.0k | 151.72 |
| 2022-12-31 | $284k | 2.0k | 144.90 |
| 2022-09-30 | $251k | 2.0k | 128.72 |
| 2022-06-30 | $241k | 1.8k | 137.71 |
| 2022-03-31 | $262k | 1.7k | 155.58 |
| 2021-12-31 | $244k | 1.6k | 156.51 |
| 2021-09-30 | $226k | 1.6k | 145.34 |
| 2021-06-30 | $230k | 1.6k | 147.91 |
| 2021-03-31 | $219k | 1.6k | 141.20 |
| 2019-12-31 | $405k | 3.1k | 129.43 |
| 2019-09-30 | $392k | 3.1k | 125.56 |
| 2019-06-30 | $360k | 3.1k | 115.94 |
| 2019-03-31 | $370k | 3.2k | 116.24 |
| 2018-12-31 | $347k | 3.3k | 104.02 |
| 2018-09-30 | $377k | 3.4k | 110.33 |
| 2018-06-30 | $423k | 3.8k | 110.04 |
| 2018-03-31 | $427k | 3.8k | 111.08 |
| 2017-12-31 | $191k | 1.6k | 116.18 |