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iShares S&P 500 Value Index shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Commonwealth Financial 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 Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 6.1k 196.67
2024-06-30 $1.2M 6.5k 181.64
2024-03-31 $3.7M 21k 173.89
2023-12-31 $3.7M 21k 173.89
2023-09-30 $305k 2.0k 153.85
2017-03-31 $25k 242 103.31
2016-12-31 $88k 868 101.38
2016-06-30 $138k 1.5k 92.62