iShares S&P 500 Value Index shares owned by Klaas Financial Asset Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Klaas Financial Asset Advisors
from 13F filings
Historical chart of Klaas Financial Asset 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 Klaas Financial Asset Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Klaas Financial Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 8.1k | 190.88 |
| 2024-09-30 | $1.7M | 8.6k | 197.17 |
| 2024-06-30 | $1.7M | 9.1k | 182.01 |
| 2024-03-31 | $1.7M | 9.1k | 186.81 |
| 2023-12-31 | $1.6M | 9.1k | 173.89 |
| 2023-09-30 | $1.6M | 10k | 154.68 |
| 2023-06-30 | $1.7M | 11k | 161.19 |
| 2023-03-31 | $1.7M | 11k | 151.76 |
| 2022-12-31 | $1.7M | 12k | 145.07 |
| 2022-09-30 | $2.0M | 16k | 128.55 |
| 2022-06-30 | $2.2M | 16k | 137.46 |
| 2022-03-31 | $2.5M | 16k | 155.69 |
| 2021-12-31 | $2.4M | 16k | 156.64 |
| 2021-09-30 | $2.4M | 16k | 145.44 |
| 2021-06-30 | $2.5M | 17k | 147.63 |
| 2021-03-31 | $2.4M | 17k | 141.24 |
| 2020-12-31 | $3.2M | 25k | 128.02 |
More positions owned by Klaas Financial Asset Advisors
View all positions for Klaas Financial Asset Advisors