iShares S&P 500 Value Index shares owned by Personal Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Personal Capital Advisors
from 13F filings
Historical chart of Personal Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Personal Capital 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 Personal Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $648k | 4.5k | 145.07 |
| 2022-09-30 | $389k | 3.0k | 128.60 |
| 2022-06-30 | $372k | 2.7k | 137.47 |
| 2022-03-31 | $499k | 3.2k | 155.60 |
| 2021-12-31 | $561k | 3.6k | 156.70 |
| 2021-09-30 | $352k | 2.4k | 145.51 |
| 2021-06-30 | $352k | 2.4k | 147.47 |
| 2021-03-31 | $335k | 2.4k | 141.11 |
| 2020-12-31 | $343k | 2.7k | 128.18 |
| 2020-09-30 | $222k | 2.0k | 112.46 |
| 2019-12-31 | $387k | 3.0k | 130.04 |