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iShares S&P 500 Value Index shares owned by Anderson Financial Strategies

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

Historical chart of Anderson Financial Strategies 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 Anderson Financial Strategies 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 Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.4k 18 190.56