iShares S&P 500 Value Index shares owned by Larson Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Larson Financial Group 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 Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $409k | 2.2k | 186.85 |
| 2023-12-31 | $482k | 2.8k | 173.87 |
| 2023-09-30 | $487k | 3.2k | 153.84 |
| 2023-06-30 | $453k | 2.8k | 161.18 |
| 2023-03-31 | $422k | 2.8k | 151.78 |
| 2022-12-31 | $419k | 2.9k | 145.05 |
| 2022-09-30 | $371k | 2.9k | 128.60 |
| 2022-06-30 | $390k | 2.8k | 137.42 |
| 2022-03-31 | $447k | 2.9k | 155.75 |
| 2021-12-31 | $489k | 3.1k | 156.78 |
| 2021-09-30 | $501k | 3.4k | 145.51 |
| 2021-06-30 | $513k | 3.5k | 147.54 |
| 2021-03-31 | $469k | 3.7k | 128.00 |
| 2020-12-31 | $470k | 3.7k | 127.93 |
| 2020-09-30 | $437k | 3.9k | 112.51 |
| 2020-06-30 | $489k | 4.5k | 108.16 |
| 2020-03-31 | $487k | 5.1k | 96.17 |
| 2019-12-31 | $761k | 5.8k | 130.17 |
| 2019-09-30 | $705k | 5.9k | 119.17 |
| 2019-06-30 | $712k | 6.1k | 116.55 |
| 2019-03-31 | $606k | 6.0k | 101.20 |
| 2018-12-31 | $606k | 6.0k | 101.20 |
| 2017-12-31 | $1.1M | 9.7k | 114.22 |