American Portfolios Advisors »

iShares S&P 500 Value Index shares owned by American Portfolios Advisors

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

Historical chart of American Portfolios Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by American Portfolios Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by American Portfolios Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $4.3M 33k 128.52
2022-06-30 $5.1M 37k 137.46
2022-03-31 $4.1M 26k 155.72
2021-12-31 $3.0M 19k 156.63
2021-09-30 $1.8M 12k 145.51
2021-06-30 $1.3M 9.1k 147.64
2021-03-31 $1.3M 9.0k 141.24
2020-12-31 $1.0M 8.0k 128.03
2020-09-30 $327k 2.9k 112.45
2020-06-30 $384k 3.5k 108.21
2020-03-31 $400k 4.2k 96.25
2019-12-31 $1.7M 13k 130.09
2019-09-30 $802k 6.7k 119.15
2019-06-30 $1.3M 11k 116.57
2019-03-31 $1.1M 10k 112.74
2018-12-31 $623k 6.2k 101.14
2018-09-30 $665k 5.7k 115.83
2018-06-30 $654k 5.9k 110.13
2018-03-31 $646k 5.9k 109.34
2017-12-31 $373k 3.3k 114.25