iShares S&P 500 Value Index shares owned by Aurora Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Aurora Private Wealth
from 13F filings
Historical chart of Aurora Private Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Aurora Private Wealth 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 Aurora Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $471k | 2.4k | 197.07 |
| 2024-06-30 | $434k | 2.4k | 181.97 |
| 2024-03-31 | $430k | 2.3k | 186.47 |
| 2023-12-31 | $427k | 2.5k | 173.72 |
| 2023-09-30 | $415k | 2.7k | 153.93 |
| 2023-06-30 | $246k | 1.5k | 161.31 |
| 2023-03-31 | $396k | 2.6k | 151.72 |
| 2022-12-31 | $383k | 2.6k | 144.91 |
| 2022-03-31 | $510k | 3.3k | 155.73 |
| 2021-12-31 | $508k | 3.2k | 156.60 |
| 2021-09-30 | $470k | 3.2k | 145.29 |
| 2021-06-30 | $1.0M | 6.8k | 147.65 |
| 2021-03-31 | $657k | 4.6k | 141.32 |
| 2020-12-31 | $595k | 4.6k | 127.98 |
| 2020-09-30 | $521k | 4.6k | 112.55 |
| 2020-06-30 | $626k | 5.8k | 108.14 |
| 2020-03-31 | $1.1M | 11k | 96.28 |
| 2019-12-31 | $793k | 6.1k | 130.02 |