iShares S&P 500 Value Index shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $39M | 252k | 153.84 |
| 2023-06-30 | $43M | 269k | 161.19 |
| 2023-03-31 | $21M | 139k | 151.76 |
| 2022-12-31 | $36M | 240k | 152.15 |
| 2022-09-30 | $26M | 196k | 130.56 |
| 2022-06-30 | $28M | 201k | 137.46 |
| 2022-03-31 | $34M | 218k | 156.08 |
| 2021-12-31 | $28M | 180k | 156.63 |
| 2021-09-30 | $27M | 180k | 149.16 |
| 2021-06-30 | $27M | 180k | 148.52 |
| 2021-03-31 | $29M | 200k | 144.02 |
| 2020-12-31 | $20M | 151k | 131.22 |
| 2020-09-30 | $20M | 170k | 114.58 |
| 2020-06-30 | $25M | 230k | 108.19 |
| 2020-03-31 | $12M | 128k | 96.25 |
| 2019-12-31 | $34M | 258k | 131.57 |
| 2019-09-30 | $30M | 257k | 115.41 |
| 2019-06-30 | $29M | 248k | 117.45 |
| 2019-03-31 | $29M | 252k | 114.20 |
| 2018-12-31 | $27M | 269k | 101.14 |
| 2018-09-30 | $32M | 277k | 115.84 |
| 2018-06-30 | $31M | 287k | 109.34 |
| 2018-03-31 | $32M | 288k | 109.34 |
| 2017-12-31 | $35M | 307k | 114.24 |
| 2017-09-30 | $31M | 289k | 107.91 |
| 2017-06-30 | $24M | 233k | 104.96 |
| 2017-03-31 | $24M | 230k | 104.04 |
| 2016-12-31 | $24M | 237k | 101.38 |
| 2016-09-30 | $23M | 244k | 94.96 |
| 2016-06-30 | $23M | 250k | 92.90 |
| 2016-03-31 | $23M | 253k | 89.93 |
| 2015-12-31 | $24M | 271k | 88.53 |
| 2015-09-30 | $25M | 295k | 84.03 |
| 2015-06-30 | $28M | 298k | 92.21 |
| 2015-03-31 | $28M | 306k | 92.56 |
| 2014-12-31 | $30M | 317k | 93.77 |
| 2014-09-30 | $54M | 600k | 90.07 |
| 2014-06-30 | $33M | 360k | 90.28 |
| 2014-03-31 | $13M | 150k | 86.90 |
| 2013-12-31 | $13M | 146k | 85.46 |
| 2013-09-30 | $25M | 324k | 78.32 |
| 2013-06-30 | $24M | 315k | 75.77 |