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iShares S&P 500 Value Index shares owned by Guidant Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Guidant Wealth Advisors from 13F filings

Historical chart of Guidant Wealth Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Guidant Wealth 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 Guidant Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-09-30 $1.7M 14k 119.14
2019-06-30 $1.7M 14k 116.60
2019-03-31 $1.6M 15k 112.75
2018-12-31 $1.6M 15k 101.12
2018-09-30 $7.6M 48k 157.63
2018-06-30 $7.2M 49k 146.36
2018-03-31 $7.0M 51k 136.88
2017-12-31 $7.4M 51k 144.40
2017-09-30 $1.8M 17k 108.71
2017-06-30 $1.8M 17k 104.84
2017-03-31 $2.2M 22k 103.42
2016-12-31 $3.0M 29k 102.33
2016-09-30 $4.5M 48k 94.15