iShares S&P 500 Value Index shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $976k | 4.7k | 206.51 |
| 2025-06-30 | $927k | 4.7k | 195.42 |
| 2025-03-31 | $908k | 4.8k | 190.58 |
| 2024-12-31 | $912k | 4.8k | 190.88 |
| 2024-09-30 | $943k | 4.8k | 197.17 |
| 2024-06-30 | $871k | 4.8k | 182.01 |
| 2024-03-31 | $904k | 4.8k | 186.81 |
| 2023-12-31 | $842k | 4.8k | 173.89 |
| 2023-09-30 | $745k | 4.8k | 153.84 |
More positions owned by Provenance Wealth Advisors
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