iShares S&P 500 Value Index shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Private 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 Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $1.3M | 9.8k | 128.03 |
| 2019-12-31 | $1.5M | 12k | 129.10 |
| 2019-09-30 | $1.4M | 12k | 119.12 |
| 2019-06-30 | $1.4M | 12k | 116.53 |
| 2019-03-31 | $1.2M | 11k | 112.78 |
| 2018-12-31 | $944k | 9.3k | 101.17 |
| 2018-09-30 | $826k | 7.1k | 115.83 |
| 2018-06-30 | $743k | 6.8k | 110.07 |
| 2018-03-31 | $676k | 6.2k | 109.39 |
| 2017-12-31 | $569k | 5.0k | 114.28 |
| 2017-09-30 | $517k | 4.8k | 107.98 |
| 2017-06-30 | $407k | 3.9k | 104.98 |
| 2017-03-31 | $330k | 3.2k | 104.07 |
| 2016-12-31 | $235k | 2.3k | 101.51 |