iShares S&P 500 Value Index shares owned by Advocacy Wealth Management Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Advocacy Wealth Management Services
from 13F filings
Historical chart of Advocacy Wealth Management Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Advocacy Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76M | 370k | 206.51 |
| 2025-06-30 | $68M | 346k | 195.42 |
| 2025-03-31 | $54M | 284k | 190.58 |
| 2024-12-31 | $33M | 175k | 190.88 |
| 2024-09-30 | $32M | 160k | 197.17 |
| 2024-06-30 | $28M | 155k | 182.01 |
| 2024-03-31 | $26M | 139k | 186.81 |
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