iShares S&P 500 Value Index shares owned by Colton Groome Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Colton Groome Financial Advisors
from 13F filings
Historical chart of Colton Groome Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Colton Groome Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 1.6k | 206.51 |
| 2025-06-30 | $330k | 1.7k | 195.42 |
| 2024-12-31 | $479k | 2.5k | 190.88 |
| 2024-09-30 | $534k | 2.7k | 197.17 |
| 2024-06-30 | $511k | 2.8k | 182.01 |
| 2024-03-31 | $544k | 2.9k | 186.81 |
| 2023-12-31 | $567k | 3.3k | 173.89 |
| 2023-09-30 | $504k | 3.3k | 153.84 |
| 2023-06-30 | $528k | 3.3k | 161.19 |
| 2023-03-31 | $508k | 3.3k | 151.76 |
| 2022-12-31 | $488k | 3.4k | 145.07 |
| 2022-09-30 | $605k | 4.7k | 128.56 |
| 2022-06-30 | $652k | 4.7k | 137.55 |
| 2022-03-31 | $770k | 4.9k | 155.65 |
| 2021-12-31 | $825k | 5.3k | 156.70 |
| 2021-09-30 | $769k | 5.3k | 145.40 |
| 2021-06-30 | $781k | 5.3k | 147.67 |
| 2021-03-31 | $790k | 5.6k | 141.32 |
| 2020-12-31 | $812k | 6.3k | 128.02 |
| 2020-09-30 | $1.1M | 10k | 112.46 |
| 2020-06-30 | $1.4M | 13k | 108.24 |
| 2020-03-31 | $1.2M | 13k | 96.24 |
| 2019-12-31 | $1.7M | 13k | 130.13 |
| 2019-09-30 | $1.8M | 14k | 125.60 |
| 2019-06-30 | $1.7M | 14k | 116.56 |
More positions owned by Colton Groome Financial Advisors
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