iShares S&P 500 Value Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Guidance Point 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 Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.2M | 53k | 174.05 |
| 2023-09-30 | $8.2M | 53k | 153.86 |
| 2023-06-30 | $8.5M | 53k | 161.21 |
| 2023-03-31 | $8.1M | 53k | 151.77 |
| 2022-12-31 | $7.4M | 51k | 145.07 |
| 2022-09-30 | $6.5M | 50k | 128.58 |
| 2022-06-30 | $6.8M | 49k | 137.45 |
| 2022-03-31 | $7.4M | 47k | 156.95 |
| 2021-12-31 | $7.0M | 45k | 156.62 |
| 2021-09-30 | $6.4M | 44k | 145.41 |
| 2021-06-30 | $6.0M | 41k | 147.64 |
| 2021-03-31 | $5.6M | 39k | 141.23 |
| 2020-12-31 | $4.9M | 38k | 128.01 |
| 2020-09-30 | $4.0M | 36k | 112.44 |
| 2020-06-30 | $4.2M | 39k | 108.20 |
| 2020-03-31 | $3.6M | 37k | 96.24 |
| 2019-12-31 | $5.9M | 46k | 130.07 |
| 2019-09-30 | $5.5M | 46k | 119.13 |
| 2019-06-30 | $5.3M | 46k | 116.57 |
| 2019-03-31 | $5.2M | 46k | 112.73 |
| 2018-12-31 | $4.8M | 48k | 101.14 |