iShares S&P 500 Value Index shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Pure Financial 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 Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 36k | 197.17 |
| 2024-06-30 | $6.8M | 37k | 182.01 |
| 2024-03-31 | $7.1M | 38k | 186.81 |
| 2023-12-31 | $6.7M | 39k | 173.89 |
| 2023-09-30 | $6.1M | 40k | 153.84 |
| 2023-06-30 | $6.2M | 39k | 161.19 |
| 2023-03-31 | $5.9M | 39k | 151.76 |
| 2022-12-31 | $6.3M | 43k | 145.07 |
| 2022-09-30 | $5.9M | 46k | 128.51 |
| 2022-06-30 | $6.4M | 47k | 137.46 |
| 2022-03-31 | $7.7M | 50k | 155.72 |
| 2021-12-31 | $8.6M | 55k | 156.63 |
| 2021-09-30 | $8.1M | 56k | 145.41 |
| 2021-06-30 | $8.4M | 57k | 147.63 |
| 2021-03-31 | $8.7M | 62k | 141.24 |
| 2020-12-31 | $8.7M | 68k | 128.02 |
| 2020-09-30 | $8.3M | 74k | 112.45 |
| 2020-06-30 | $8.2M | 75k | 108.21 |
| 2020-03-31 | $9.8M | 102k | 96.25 |
| 2019-12-31 | $11M | 82k | 130.09 |
| 2019-09-30 | $9.9M | 83k | 119.14 |
| 2019-06-30 | $9.4M | 80k | 116.57 |
| 2019-03-31 | $8.6M | 76k | 112.74 |
| 2018-12-31 | $8.2M | 81k | 101.14 |
| 2018-09-30 | $5.6M | 48k | 115.84 |
| 2018-06-30 | $5.2M | 48k | 110.13 |
| 2018-03-31 | $4.9M | 45k | 109.33 |
| 2017-12-31 | $4.8M | 42k | 114.24 |
| 2017-09-30 | $4.3M | 40k | 107.90 |
| 2017-06-30 | $4.3M | 41k | 104.97 |
| 2017-03-31 | $4.2M | 40k | 104.03 |
| 2016-12-31 | $3.7M | 37k | 101.39 |
| 2016-09-30 | $3.3M | 35k | 94.95 |
| 2016-06-30 | $3.1M | 33k | 92.91 |
| 2016-03-31 | $2.8M | 31k | 90.26 |