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
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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 |
|---|---|---|---|
| 2025-09-30 | $396k | 1.9k | 206.51 |
| 2025-06-30 | $375k | 1.9k | 195.42 |
| 2025-03-31 | $365k | 1.9k | 190.58 |
| 2024-12-31 | $366k | 1.9k | 190.88 |
| 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 |