iShares S&P 500 Value Index shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point 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 Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 12k | 206.50 |
| 2025-03-31 | $2.3M | 12k | 190.57 |
| 2024-12-31 | $2.3M | 12k | 190.87 |
| 2024-09-30 | $2.3M | 12k | 197.17 |
| 2024-06-30 | $2.2M | 12k | 182.01 |
| 2024-03-31 | $2.2M | 12k | 186.81 |
| 2023-12-31 | $2.1M | 12k | 173.89 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 161.19 |
| 2023-03-31 | $1.8M | 12k | 151.76 |
| 2022-12-31 | $1.7M | 12k | 145.07 |
| 2022-09-30 | $1.5M | 12k | 128.50 |
| 2022-06-30 | $1.6M | 12k | 137.45 |
| 2022-03-31 | $1.8M | 12k | 155.70 |
| 2021-12-31 | $1.9M | 12k | 156.63 |
| 2021-09-30 | $1.7M | 12k | 145.39 |
| 2021-06-30 | $1.7M | 12k | 147.67 |
| 2021-03-31 | $1.7M | 12k | 141.25 |
| 2020-12-31 | $1.5M | 12k | 127.99 |
| 2020-09-30 | $1.3M | 12k | 108.14 |
| 2020-06-30 | $1.3M | 12k | 108.14 |
| 2020-03-31 | $1.1M | 12k | 96.22 |
| 2019-12-31 | $1.6M | 13k | 130.04 |
| 2019-09-30 | $1.5M | 13k | 119.12 |
| 2019-06-30 | $1.5M | 13k | 116.57 |
| 2019-03-31 | $1.4M | 13k | 112.66 |
| 2018-12-31 | $1.3M | 13k | 101.10 |
More positions owned by Great Point Wealth Advisors
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