iShares S&P 500 Value Index shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Centerpoint 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 Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.7M | 45k | 173.89 |
| 2023-09-30 | $6.9M | 45k | 153.85 |
| 2023-06-30 | $7.4M | 46k | 161.18 |
| 2023-03-31 | $7.1M | 47k | 151.77 |
| 2022-12-31 | $6.8M | 47k | 145.06 |
| 2022-09-30 | $6.3M | 49k | 128.52 |
| 2022-06-30 | $6.7M | 49k | 137.46 |
| 2022-03-31 | $7.7M | 49k | 155.72 |
| 2021-12-31 | $7.8M | 50k | 156.63 |
| 2021-09-30 | $7.3M | 50k | 145.42 |
| 2021-06-30 | $7.6M | 51k | 147.64 |
| 2021-03-31 | $7.3M | 52k | 141.24 |
| 2020-12-31 | $6.6M | 52k | 128.01 |
| 2020-09-30 | $5.9M | 53k | 112.44 |
| 2020-06-30 | $4.5M | 42k | 108.21 |
| 2020-03-31 | $6.8M | 71k | 96.25 |
| 2019-12-31 | $8.6M | 66k | 130.09 |
| 2019-09-30 | $7.8M | 65k | 119.14 |
| 2019-06-30 | $7.3M | 63k | 116.57 |
| 2019-03-31 | $4.1M | 37k | 112.75 |
| 2018-12-31 | $9.3M | 92k | 101.14 |
| 2018-09-30 | $16M | 139k | 115.84 |
| 2018-06-30 | $20M | 183k | 110.13 |
| 2018-03-31 | $13M | 123k | 109.34 |
| 2017-12-31 | $14M | 125k | 114.24 |