iShares S&P 500 Value Index shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis 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 Navis 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 Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $234k | 1.2k | 197.22 |
| 2024-06-30 | $236k | 1.3k | 182.05 |
| 2024-03-31 | $257k | 1.4k | 186.85 |
| 2023-12-31 | $263k | 1.5k | 173.92 |
| 2023-09-30 | $253k | 1.6k | 153.84 |
| 2023-06-30 | $265k | 1.6k | 161.19 |
| 2023-03-31 | $249k | 1.6k | 151.76 |
| 2022-12-31 | $1.3M | 9.2k | 145.07 |
| 2022-09-30 | $211k | 1.6k | 128.42 |
| 2022-06-30 | $288k | 2.1k | 137.27 |