iShares S&P 500 Value Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 33k | 206.51 |
| 2025-06-30 | $6.2M | 32k | 195.42 |
| 2024-12-31 | $5.4M | 29k | 190.88 |
| 2024-09-30 | $4.5M | 23k | 197.17 |
| 2024-06-30 | $4.0M | 22k | 182.01 |
| 2024-03-31 | $3.6M | 19k | 186.81 |
| 2023-12-31 | $3.3M | 19k | 173.89 |
| 2023-09-30 | $2.9M | 19k | 153.84 |
| 2023-06-30 | $3.1M | 19k | 161.19 |
| 2023-03-31 | $2.9M | 19k | 151.76 |
| 2022-12-31 | $2.8M | 19k | 145.07 |
| 2022-09-30 | $2.4M | 19k | 128.50 |
| 2022-06-30 | $2.6M | 19k | 137.44 |
| 2022-03-31 | $3.0M | 19k | 155.69 |
| 2021-12-31 | $2.9M | 19k | 156.63 |
| 2021-09-30 | $2.7M | 19k | 145.42 |
| 2021-06-30 | $2.8M | 19k | 147.62 |
| 2021-03-31 | $2.7M | 19k | 141.23 |
| 2020-12-31 | $2.5M | 19k | 128.01 |