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iShares S&P 500 Value Index shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal 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 Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 34k 197.17
2024-06-30 $7.2M 40k 182.01
2024-03-31 $7.7M 41k 186.81
2023-12-31 $7.2M 42k 173.89
2022-12-31 $1.2M 8.6k 145.07
2022-09-30 $536k 4.2k 128.63