iShares S&P 500 Value Index shares owned by Journey Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Journey Advisory Group
from 13F filings
Historical chart of Journey Advisory Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Journey Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $493k | 2.3k | 212.07 |
| 2025-09-30 | $485k | 2.3k | 206.51 |
| 2025-06-30 | $459k | 2.3k | 195.42 |
| 2025-03-31 | $448k | 2.3k | 190.58 |
| 2024-12-31 | $428k | 2.3k | 182.01 |
| 2024-09-30 | $428k | 2.3k | 182.01 |
| 2024-06-30 | $428k | 2.3k | 182.01 |
| 2024-03-31 | $439k | 2.3k | 186.81 |
| 2023-12-31 | $409k | 2.3k | 173.89 |
| 2023-09-30 | $361k | 2.3k | 153.84 |
| 2023-06-30 | $379k | 2.3k | 161.19 |
| 2023-03-31 | $397k | 2.6k | 151.76 |
| 2022-12-31 | $523k | 3.6k | 145.07 |
| 2022-09-30 | $1.0M | 7.9k | 128.51 |
| 2022-06-30 | $881k | 6.1k | 145.21 |
| 2022-03-31 | $968k | 6.2k | 155.65 |
| 2021-12-31 | $1.0M | 6.5k | 156.56 |
| 2021-09-30 | $992k | 6.8k | 145.48 |
| 2021-06-30 | $1.4M | 9.2k | 147.60 |
| 2021-03-31 | $1.4M | 9.7k | 141.28 |
| 2020-12-31 | $1.3M | 9.8k | 128.05 |