iShares S&P 500 Value Index shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Alta Wealth Advisors 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 Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 10k | 173.89 |
| 2023-09-30 | $1.2M | 7.9k | 153.84 |
| 2023-06-30 | $1.3M | 8.1k | 161.19 |
| 2023-03-31 | $1.2M | 8.2k | 151.76 |
| 2022-12-31 | $988k | 6.8k | 145.07 |
| 2022-09-30 | $812k | 6.3k | 128.50 |
| 2022-06-30 | $870k | 6.3k | 137.68 |
| 2022-03-31 | $981k | 6.3k | 155.74 |
| 2021-12-31 | $700k | 4.5k | 156.56 |
| 2021-09-30 | $650k | 4.5k | 145.32 |
| 2021-06-30 | $670k | 4.5k | 147.71 |
| 2021-03-31 | $767k | 5.4k | 141.15 |
| 2020-12-31 | $276k | 2.2k | 127.90 |