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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.5k | 206.54 |
| 2025-06-30 | $1.3M | 6.6k | 195.43 |
| 2025-03-31 | $1.3M | 6.7k | 190.59 |
| 2024-12-31 | $631k | 3.3k | 191.00 |
| 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 |
More positions owned by EverSource Wealth Advisors
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