iShares S&P 500 Value Index shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland 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 Midland 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 Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.4k | 206.51 |
| 2025-06-30 | $1.3M | 6.8k | 195.42 |
| 2025-03-31 | $1.4M | 7.3k | 190.58 |
| 2024-12-31 | $1.5M | 7.7k | 190.88 |
| 2024-09-30 | $1.5M | 7.7k | 197.17 |
| 2024-06-30 | $1.7M | 9.1k | 182.01 |
| 2024-03-31 | $2.0M | 11k | 186.81 |
| 2023-12-31 | $1.9M | 11k | 173.89 |