iShares S&P 500 Value Index shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by CFS Investment Advisory Services 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 CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 34k | 209.86 |
| 2025-06-30 | $6.8M | 35k | 195.44 |
| 2025-03-31 | $6.4M | 34k | 190.57 |
| 2024-12-31 | $5.2M | 27k | 190.89 |
| 2024-09-30 | $5.7M | 29k | 197.16 |
| 2024-06-30 | $5.4M | 30k | 182.01 |
| 2023-06-30 | $483k | 3.0k | 161.32 |
| 2022-03-31 | $0 | 20k | 0.00 |
More positions owned by CFS Investment Advisory Services
View all positions for CFS Investment Advisory Services