iShares S&P 500 Value Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by SJA Financial Advisory 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 SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 58k | 173.89 |
| 2023-09-30 | $9.0M | 59k | 153.84 |
| 2023-06-30 | $9.7M | 60k | 161.19 |
| 2023-03-31 | $9.2M | 61k | 151.76 |
| 2022-12-31 | $8.6M | 59k | 145.07 |
| 2022-09-30 | $8.3M | 64k | 128.52 |
| 2022-06-30 | $8.8M | 64k | 137.46 |
| 2022-03-31 | $9.8M | 63k | 155.72 |
| 2021-12-31 | $9.9M | 64k | 156.63 |
| 2021-09-30 | $9.2M | 63k | 145.43 |
| 2021-06-30 | $9.4M | 64k | 147.64 |
| 2021-03-31 | $9.1M | 65k | 141.25 |
| 2020-12-31 | $8.5M | 67k | 128.02 |
| 2020-09-30 | $7.3M | 65k | 112.45 |
| 2020-06-30 | $7.4M | 68k | 108.22 |
| 2020-03-31 | $7.2M | 75k | 96.25 |
| 2019-12-31 | $9.5M | 73k | 130.09 |
| 2019-09-30 | $9.0M | 76k | 119.14 |
| 2019-06-30 | $8.3M | 71k | 116.57 |
| 2019-03-31 | $7.9M | 70k | 112.75 |
| 2018-12-31 | $7.0M | 69k | 101.14 |
| 2018-09-30 | $8.7M | 76k | 115.84 |
| 2018-06-30 | $8.2M | 75k | 110.13 |
| 2018-03-31 | $8.2M | 75k | 109.34 |
| 2017-12-31 | $8.5M | 74k | 114.24 |