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iShares S&P 500 Value Index shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in iShares S&P 500 Value Index

Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240200k400k600k800k01000200030004000
Value ($)Share countHistorical IVE position of EverSource Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $631k 3.2k 197.00
2024-06-30 $855k 4.5k 190.70
2024-03-31 $416k 2.3k 178.79
2023-12-31 $53k 305 173.89
2023-09-30 $9.2k 60 153.83
2023-06-30 $14k 87 161.18
2023-03-31 $13k 87 151.77
2022-12-31 $17k 116 145.07
2022-09-30 $3.0k 27 111.11
2022-06-30 $10k 41 250.00
2022-03-31 $19k 118 160.49