iShares S&P 500 Value Index shares owned by Net Worth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Net Worth Advisory Group
from 13F filings
Historical chart of Net Worth Advisory Group 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 Net Worth Advisory Group 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 Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.6k | 206.51 |
| 2025-06-30 | $10M | 53k | 195.42 |
| 2025-03-31 | $1.0M | 5.3k | 190.57 |
| 2024-12-31 | $1.0M | 5.2k | 190.87 |
| 2024-09-30 | $1.1M | 5.4k | 197.18 |