iShares S&P 500 Value Index shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Gradient Capital 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 Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $544k | 2.8k | 197.19 |
| 2024-06-30 | $502k | 2.8k | 182.00 |
| 2024-03-31 | $515k | 2.8k | 186.78 |
| 2023-12-31 | $468k | 2.7k | 173.89 |
| 2023-09-30 | $414k | 2.7k | 153.84 |
| 2023-06-30 | $434k | 2.7k | 161.19 |
| 2023-03-31 | $409k | 2.7k | 151.76 |
| 2022-12-31 | $391k | 2.7k | 145.07 |
| 2022-09-30 | $349k | 2.7k | 128.64 |
| 2022-06-30 | $373k | 2.7k | 137.49 |
| 2022-03-31 | $422k | 2.7k | 155.55 |
| 2021-12-31 | $425k | 2.7k | 156.65 |
| 2021-09-30 | $395k | 2.7k | 145.60 |
| 2021-06-30 | $401k | 2.7k | 147.81 |
| 2021-03-31 | $383k | 2.7k | 141.17 |
| 2020-12-31 | $347k | 2.7k | 127.90 |
| 2020-09-30 | $305k | 2.7k | 112.42 |
| 2020-06-30 | $294k | 2.7k | 108.37 |
| 2020-03-31 | $261k | 2.7k | 96.20 |
| 2019-12-31 | $353k | 2.7k | 130.11 |
| 2019-09-30 | $323k | 2.7k | 119.06 |
| 2019-06-30 | $316k | 2.7k | 116.48 |
| 2019-03-31 | $360k | 3.2k | 112.75 |
| 2018-12-31 | $323k | 3.2k | 101.16 |
| 2018-09-30 | $417k | 3.6k | 115.96 |
| 2018-06-30 | $396k | 3.6k | 110.12 |
| 2018-03-31 | $393k | 3.6k | 109.29 |
| 2017-12-31 | $411k | 3.6k | 114.29 |