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iShares S&P 500 Value Index shares owned by Blackston Financial Advisory Group

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

Historical chart of Blackston Financial Advisory Group 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 Blackston Financial Advisory Group 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 Blackston Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $890k 5.1k 173.89
2023-03-31 $689k 4.5k 151.73
2022-12-31 $725k 5.0k 144.97
2022-09-30 $739k 5.2k 143.33
2022-06-30 $514k 3.7k 139.26