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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Polaris Wealth Advisers 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 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