iShares S&P 500 Value Index shares owned by Astoria Strategic Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Astoria Strategic Wealth
from 13F filings
Historical chart of Astoria Strategic Wealth 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 Astoria Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Astoria Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 59k | 173.89 |
| 2023-09-30 | $8.4M | 55k | 153.84 |
| 2023-06-30 | $8.2M | 51k | 161.19 |
| 2023-03-31 | $7.0M | 46k | 151.76 |
| 2022-12-31 | $6.2M | 43k | 145.07 |
| 2022-09-30 | $5.4M | 42k | 128.51 |
| 2022-06-30 | $5.6M | 41k | 137.47 |
| 2022-03-31 | $6.6M | 42k | 155.71 |
| 2021-12-31 | $6.4M | 41k | 156.62 |
| 2021-09-30 | $5.6M | 38k | 145.42 |
| 2021-06-30 | $5.4M | 36k | 147.94 |
| 2021-03-31 | $4.8M | 34k | 141.25 |
| 2020-12-31 | $4.1M | 32k | 128.03 |
| 2020-09-30 | $3.6M | 31k | 116.34 |
| 2020-06-30 | $3.1M | 29k | 106.77 |
| 2020-03-31 | $2.2M | 22k | 96.23 |
| 2019-12-31 | $8.0M | 62k | 129.88 |