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iShares S&P 500 Value Index shares owned by Affiance Financial

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Affiance Financial from 13F filings

Historical chart of Affiance Financial investment in iShares S&P 500 Value Index

2020202120222023202420250200k400k600k020004000
Value ($)Share countHistorical IVE position of Affiance Financial Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Value Index held by Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $378k 1.9k 197.17
2024-06-30 $349k 1.9k 182.01
2024-03-31 $358k 1.9k 186.81
2023-12-31 $333k 1.9k 173.89
2023-09-30 $295k 1.9k 153.84
2023-06-30 $309k 1.9k 161.19
2023-03-31 $291k 1.9k 151.76
2022-12-31 $706k 4.9k 145.07
2022-09-30 $0 0 0.00
2020-12-31 $14k 112 125.00
2020-09-30 $15k 135 111.11
2020-06-30 $15k 135 111.11
2020-03-31 $13k 135 96.30
2019-12-31 $15k 112 133.93