iShares S&P 500 Value Index shares owned by Goodwin Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Goodwin Investment Advisory
from 13F filings
Historical chart of Goodwin Investment Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Goodwin Investment Advisory 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 Goodwin Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $281k | 1.3k | 212.07 |
| 2025-09-30 | $273k | 1.3k | 206.51 |
| 2025-06-30 | $259k | 1.3k | 195.42 |
| 2025-03-31 | $275k | 1.4k | 190.58 |
| 2024-12-31 | $286k | 1.5k | 190.88 |
| 2024-09-30 | $295k | 1.5k | 197.17 |
| 2024-06-30 | $297k | 1.6k | 182.01 |
| 2024-03-31 | $337k | 1.8k | 186.81 |
| 2023-12-31 | $321k | 1.8k | 173.89 |
| 2023-09-30 | $308k | 2.0k | 153.84 |
| 2023-06-30 | $322k | 2.0k | 161.19 |
| 2023-03-31 | $309k | 2.0k | 151.76 |
| 2022-12-31 | $300k | 2.1k | 145.07 |
| 2022-09-30 | $259k | 2.0k | 128.54 |
| 2022-06-30 | $121k | 878 | 137.46 |
| 2022-03-31 | $212k | 1.4k | 154.64 |
| 2021-12-31 | $330k | 2.1k | 157.05 |
| 2021-09-30 | $332k | 2.3k | 146.44 |
More positions owned by Goodwin Investment Advisory
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