iShares S&P 500 Value Index shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
from 13F filings
Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 114k | 206.51 |
| 2025-06-30 | $20M | 102k | 195.42 |
| 2025-03-31 | $18M | 93k | 190.33 |
| 2024-12-31 | $16M | 83k | 190.90 |
| 2024-09-30 | $14M | 72k | 197.17 |
| 2024-06-30 | $12M | 64k | 182.02 |
| 2024-03-31 | $9.6M | 52k | 186.84 |
| 2023-06-30 | $1.1M | 7.1k | 161.19 |
More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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