IVE shares owned by Icon Wealth Advisors - Historical positions on stockzoa.com
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iShares S&P 500 Value Index shares owned by Icon Wealth Advisors

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 85k 197.17
2024-03-31 $15M 81k 186.81
2022-12-31 $229k 1.6k 145.07
2022-09-30 $203k 1.6k 128.48