iShares S&P 500 Value Index shares owned by Aviso Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Aviso Wealth Management
from 13F filings
Historical chart of Aviso Wealth Management 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 Aviso Wealth Management 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 Aviso Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 2.1k | 206.50 |
| 2025-06-30 | $419k | 2.1k | 195.41 |
| 2025-03-31 | $408k | 2.1k | 190.57 |
| 2024-12-31 | $424k | 2.2k | 190.87 |
| 2024-09-30 | $438k | 2.2k | 197.16 |
| 2024-06-30 | $405k | 2.2k | 182.00 |