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 |
|---|---|---|---|
| 2025-09-30 | $1.0M | 5.0k | 206.51 |
| 2025-06-30 | $999k | 5.1k | 195.42 |
| 2025-03-31 | $781k | 4.1k | 190.58 |
| 2024-12-31 | $6.9M | 36k | 190.88 |
| 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 |