iShares S&P 500 Value Index shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by BDO Wealth Advisors 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 BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $14M | 85k | 161.19 |
| 2023-03-31 | $13M | 88k | 151.76 |
| 2022-12-31 | $13M | 91k | 145.07 |
| 2022-09-30 | $10M | 73k | 137.46 |
| 2022-06-30 | $10M | 73k | 137.46 |
| 2022-03-31 | $10M | 65k | 155.71 |
| 2021-12-31 | $8.9M | 57k | 156.63 |
| 2021-09-30 | $8.0M | 55k | 145.43 |
| 2021-06-30 | $7.9M | 53k | 147.64 |
| 2021-03-31 | $7.5M | 53k | 141.23 |
| 2020-12-31 | $6.5M | 51k | 128.03 |
| 2020-09-30 | $5.2M | 47k | 112.44 |
| 2020-06-30 | $4.6M | 43k | 108.21 |
| 2020-03-31 | $2.6M | 27k | 96.26 |
| 2019-12-31 | $3.2M | 25k | 130.07 |
| 2019-09-30 | $3.2M | 27k | 119.13 |
| 2019-06-30 | $3.0M | 26k | 116.56 |
| 2019-03-31 | $2.7M | 24k | 112.76 |
| 2018-12-31 | $2.8M | 28k | 101.14 |
| 2018-09-30 | $848k | 7.3k | 115.82 |
| 2018-06-30 | $810k | 7.4k | 110.11 |
| 2018-03-31 | $740k | 6.8k | 109.40 |
| 2017-12-31 | $639k | 5.6k | 114.19 |
| 2017-09-30 | $259k | 2.4k | 107.74 |
| 2017-06-30 | $288k | 2.7k | 105.11 |