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iShares S&P 500 Value Index shares owned by Conservest Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Conservest Capital Advisors from 13F filings

Historical chart of Conservest Capital Advisors 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 Conservest Capital 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 Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 2.1k 186.81
2024-06-30 $389k 2.1k 186.81
2024-03-31 $389k 2.1k 186.81
2023-12-31 $362k 2.1k 173.89
2023-09-30 $320k 2.1k 153.84
2023-06-30 $335k 2.1k 161.19
2023-03-31 $316k 2.1k 151.76