iShares S&P 500 Value Index shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel 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 Laurel Wealth 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 Laurel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $785k | 4.2k | 186.78 |
| 2023-09-30 | $847k | 5.5k | 153.84 |
| 2023-06-30 | $909k | 5.6k | 161.19 |
| 2023-03-31 | $854k | 5.6k | 151.76 |
| 2022-12-31 | $816k | 5.6k | 145.04 |
| 2022-09-30 | $735k | 5.7k | 128.54 |
| 2022-06-30 | $799k | 5.8k | 137.50 |
| 2022-03-31 | $906k | 5.8k | 155.64 |
| 2021-12-31 | $893k | 5.7k | 156.61 |
| 2021-09-30 | $822k | 5.7k | 145.44 |
| 2021-06-30 | $833k | 5.6k | 147.64 |
| 2021-03-31 | $817k | 5.8k | 141.15 |
| 2020-12-31 | $696k | 5.4k | 127.99 |
| 2020-09-30 | $598k | 5.3k | 112.51 |
| 2020-06-30 | $575k | 5.3k | 108.29 |
| 2020-03-31 | $540k | 5.6k | 96.33 |
| 2019-12-31 | $606k | 4.7k | 130.04 |
| 2019-09-30 | $585k | 4.9k | 119.14 |
| 2019-06-30 | $572k | 4.9k | 116.50 |
| 2019-03-31 | $591k | 5.2k | 112.83 |
| 2018-12-31 | $497k | 4.9k | 101.20 |
More positions owned by Laurel Wealth Advisors
Home Depot (HD)
View all positions for Laurel Wealth Advisors