iShares S&P 500 Value Index shares owned by Financial Life Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Financial Life 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 Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $28M | 150k | 186.81 |
| 2023-12-31 | $26M | 152k | 173.89 |
| 2023-09-30 | $27M | 178k | 153.84 |
| 2023-06-30 | $29M | 177k | 161.19 |
| 2023-03-31 | $27M | 175k | 151.76 |
| 2022-12-31 | $24M | 166k | 145.07 |
| 2022-09-30 | $19M | 151k | 128.52 |
| 2022-06-30 | $22M | 157k | 137.46 |
| 2022-03-31 | $26M | 168k | 155.72 |
| 2021-12-31 | $26M | 166k | 156.63 |
| 2021-09-30 | $23M | 161k | 145.42 |
| 2021-06-30 | $23M | 153k | 147.64 |
| 2021-03-31 | $21M | 151k | 141.24 |
| 2020-12-31 | $19M | 146k | 128.01 |
| 2020-09-30 | $16M | 143k | 112.44 |
| 2020-06-30 | $15M | 134k | 108.21 |
| 2020-03-31 | $13M | 132k | 96.25 |
| 2019-12-31 | $15M | 118k | 130.09 |
| 2019-09-30 | $14M | 118k | 119.14 |
| 2019-06-30 | $13M | 112k | 116.57 |
| 2019-03-31 | $12M | 105k | 112.74 |
| 2018-12-31 | $9.7M | 96k | 101.14 |
| 2018-09-30 | $11M | 98k | 115.84 |
| 2018-06-30 | $9.1M | 83k | 110.13 |
| 2018-03-31 | $6.5M | 61k | 107.02 |
| 2017-12-31 | $9.4M | 82k | 114.24 |