iShares S&P 500 Value Index shares owned by Millington Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Millington Financial Advisors
from 13F filings
Historical chart of Millington Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Millington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 2.0k | 204.35 |
| 2025-06-30 | $404k | 2.0k | 200.15 |
| 2025-03-31 | $359k | 2.0k | 178.34 |
| 2024-12-31 | $391k | 2.0k | 195.29 |
| 2024-09-30 | $394k | 2.0k | 197.19 |
| 2024-06-30 | $365k | 2.0k | 181.99 |
| 2024-03-31 | $372k | 2.0k | 186.84 |
| 2023-12-31 | $348k | 2.0k | 173.92 |
| 2023-09-30 | $305k | 2.0k | 153.86 |
| 2023-06-30 | $319k | 2.0k | 161.21 |
| 2023-03-31 | $300k | 2.0k | 151.80 |
| 2022-12-31 | $285k | 2.0k | 145.09 |
More positions owned by Millington Financial Advisors
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