iShares S&P 500 Value Index shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS 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 CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 2.7k | 206.54 |
| 2025-06-30 | $527k | 2.7k | 195.44 |
| 2025-03-31 | $514k | 2.7k | 190.59 |
| 2024-12-31 | $507k | 2.7k | 190.89 |
| 2024-09-30 | $523k | 2.7k | 197.20 |
| 2024-06-30 | $482k | 2.6k | 181.98 |
| 2024-03-31 | $484k | 2.6k | 186.83 |
| 2023-12-31 | $450k | 2.6k | 173.89 |
| 2023-09-30 | $398k | 2.6k | 153.84 |
| 2023-06-30 | $417k | 2.6k | 161.19 |
| 2023-03-31 | $393k | 2.6k | 151.76 |
| 2022-12-31 | $366k | 2.6k | 141.42 |
| 2022-09-30 | $333k | 2.6k | 128.67 |
| 2022-06-30 | $356k | 2.6k | 137.56 |
| 2022-03-31 | $403k | 2.6k | 155.72 |
| 2021-12-31 | $405k | 2.6k | 156.49 |
| 2021-06-30 | $382k | 2.6k | 147.60 |
| 2021-03-31 | $366k | 2.6k | 141.42 |
| 2020-12-31 | $331k | 2.6k | 127.90 |
| 2020-09-30 | $291k | 2.6k | 112.44 |
| 2020-06-30 | $280k | 2.6k | 108.19 |
| 2020-03-31 | $420k | 3.2k | 129.99 |
| 2019-12-31 | $420k | 3.2k | 129.99 |