iShares S&P 500 Value Index shares owned by Northwest Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Northwest Financial Advisors
from 13F filings
Historical chart of Northwest Financial 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 Northwest Financial 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 Northwest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 2.0k | 206.51 |
| 2025-06-30 | $394k | 2.0k | 195.42 |
| 2025-03-31 | $384k | 2.0k | 190.58 |
| 2024-09-30 | $93k | 472 | 197.17 |
| 2024-06-30 | $88k | 481 | 182.00 |
| 2024-03-31 | $90k | 481 | 186.78 |
| 2023-12-31 | $82k | 472 | 173.89 |
More positions owned by Northwest Financial Advisors
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