iShares S&P 500 Value Index shares owned by Glass Jacobson Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Glass Jacobson Investment Advisors
from 13F filings
Historical chart of Glass Jacobson Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Glass Jacobson Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 14k | 206.51 |
| 2025-06-30 | $2.9M | 15k | 195.42 |
| 2025-03-31 | $2.8M | 15k | 190.88 |
| 2024-12-31 | $2.8M | 15k | 190.88 |
| 2024-09-30 | $2.9M | 15k | 197.16 |
| 2024-06-30 | $2.7M | 15k | 182.02 |
| 2024-03-31 | $2.7M | 15k | 186.81 |
| 2023-12-31 | $2.5M | 14k | 173.89 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 161.19 |
| 2022-12-31 | $1.7M | 12k | 145.07 |
More positions owned by Glass Jacobson Investment Advisors
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