iShares S&P 500 Value Index shares owned by GV Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by GV Financial Advisors
from 13F filings
Historical chart of GV Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by GV Financial 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 GV Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $773k | 8.0k | 96.19 |
| 2019-12-31 | $1.6M | 12k | 130.08 |
| 2019-09-30 | $1.5M | 13k | 119.18 |
| 2019-06-30 | $1.4M | 13k | 112.67 |
| 2019-03-31 | $1.6M | 14k | 112.77 |
| 2018-12-31 | $1.4M | 14k | 101.11 |
| 2018-09-30 | $541k | 4.7k | 115.95 |
| 2018-06-30 | $569k | 5.2k | 110.14 |
| 2018-03-31 | $604k | 5.5k | 109.32 |
| 2017-12-31 | $631k | 5.5k | 114.21 |
| 2017-09-30 | $596k | 5.5k | 107.87 |
| 2017-06-30 | $572k | 5.4k | 105.05 |
| 2017-03-31 | $713k | 6.9k | 104.01 |
| 2016-12-31 | $779k | 7.7k | 101.42 |
| 2016-09-30 | $729k | 7.7k | 94.91 |
| 2016-06-30 | $716k | 7.7k | 92.95 |
| 2016-03-31 | $1.1M | 12k | 89.93 |
| 2015-12-31 | $4.6M | 52k | 88.52 |
| 2015-09-30 | $5.4M | 64k | 84.03 |
| 2015-06-30 | $674k | 7.3k | 92.15 |
| 2015-03-31 | $769k | 8.3k | 92.61 |
| 2014-12-31 | $1.1M | 12k | 93.78 |
| 2014-09-30 | $846k | 9.4k | 90.11 |
| 2014-06-30 | $847k | 9.4k | 90.30 |
| 2014-03-31 | $812k | 9.3k | 86.85 |
| 2013-12-31 | $1.1M | 13k | 85.40 |
| 2013-09-30 | $1.0M | 13k | 78.33 |
| 2013-06-30 | $1.0M | 14k | 75.77 |
| 2012-06-30 | $756M | 12k | 62280.00 |
| 2011-12-31 | $853M | 14k | 62450.00 |
| 2011-09-30 | $1.1B | 21k | 51580.00 |
| 2011-06-30 | $586M | 9.4k | 62000.00 |
| 2011-03-31 | $593M | 9.4k | 63309.93 |