iShares S&P 500 Value Index shares owned by Hilltop Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Hilltop Wealth Advisors
from 13F filings
Historical chart of Hilltop Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Hilltop 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 Hilltop Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 26k | 186.81 |
| 2023-12-31 | $4.6M | 26k | 173.89 |
| 2023-09-30 | $4.1M | 27k | 153.84 |
| 2023-06-30 | $4.5M | 28k | 161.19 |
| 2023-03-31 | $4.2M | 28k | 151.76 |
| 2022-12-31 | $4.4M | 30k | 145.07 |
| 2022-09-30 | $4.2M | 33k | 128.53 |
| 2022-06-30 | $5.1M | 37k | 137.45 |
| 2022-03-31 | $5.7M | 37k | 155.71 |
| 2021-12-31 | $5.9M | 38k | 156.62 |
| 2021-09-30 | $5.4M | 37k | 145.41 |
| 2021-06-30 | $5.4M | 36k | 147.65 |
| 2021-03-31 | $5.0M | 36k | 141.23 |
| 2020-12-31 | $4.5M | 35k | 128.03 |
| 2020-09-30 | $3.9M | 35k | 112.44 |
| 2020-06-30 | $3.6M | 33k | 108.20 |
| 2020-03-31 | $3.0M | 31k | 96.25 |
| 2019-12-31 | $3.2M | 24k | 130.10 |