iShares S&P 500 Value Index shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth 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 ERTS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 16k | 186.81 |
| 2023-12-31 | $2.8M | 16k | 173.89 |
| 2023-09-30 | $2.1M | 14k | 153.84 |
| 2023-06-30 | $2.2M | 14k | 161.19 |
| 2023-03-31 | $2.1M | 14k | 151.76 |
| 2022-12-31 | $2.2M | 16k | 145.07 |
| 2022-09-30 | $2.3M | 18k | 128.55 |
| 2022-06-30 | $2.2M | 16k | 137.44 |
| 2019-12-31 | $27k | 271 | 99.63 |
| 2019-03-31 | $27k | 271 | 99.63 |
| 2018-12-31 | $27k | 271 | 99.63 |