iShares S&P 500 Value Index shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Certified Advisory Corp 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 Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 5.7k | 190.86 |
| 2024-09-30 | $1.2M | 6.0k | 197.19 |
| 2024-06-30 | $1.1M | 6.1k | 182.02 |
| 2024-03-31 | $1.1M | 6.1k | 186.81 |
| 2023-12-31 | $947k | 5.4k | 173.88 |
| 2023-09-30 | $823k | 5.3k | 153.85 |
| 2023-06-30 | $857k | 5.3k | 161.18 |
| 2023-03-31 | $839k | 5.5k | 151.75 |
| 2022-12-31 | $792k | 5.5k | 145.06 |
| 2022-09-30 | $740k | 5.8k | 128.52 |
| 2022-06-30 | $795k | 5.8k | 137.54 |
| 2022-03-31 | $892k | 5.7k | 155.64 |
| 2021-12-31 | $774k | 4.9k | 156.74 |
| 2021-09-30 | $686k | 4.7k | 145.31 |
| 2021-06-30 | $674k | 4.6k | 147.68 |
| 2021-03-31 | $635k | 4.5k | 141.14 |
| 2020-06-30 | $606k | 5.6k | 108.23 |
| 2020-03-31 | $553k | 5.7k | 96.19 |
| 2019-12-31 | $840k | 6.5k | 130.11 |
| 2019-09-30 | $846k | 7.1k | 119.19 |
| 2019-06-30 | $896k | 7.7k | 116.58 |
| 2019-03-31 | $996k | 8.8k | 112.78 |
| 2018-12-31 | $858k | 8.5k | 101.08 |
| 2018-09-30 | $916k | 7.9k | 115.89 |
| 2018-06-30 | $586k | 5.3k | 110.15 |
| 2018-03-31 | $535k | 4.9k | 109.21 |
| 2017-12-31 | $554k | 4.9k | 114.13 |