iShares S&P 500 Value Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 7.3k | 197.16 |
| 2024-06-30 | $1.3M | 7.3k | 182.01 |
| 2024-03-31 | $1.4M | 7.3k | 186.81 |
| 2023-12-31 | $1.3M | 7.6k | 173.89 |
| 2023-09-30 | $1.2M | 7.6k | 153.84 |
| 2023-06-30 | $1.2M | 7.3k | 161.19 |
| 2023-03-31 | $1.1M | 7.3k | 151.76 |
| 2022-12-31 | $1.1M | 7.3k | 145.07 |
| 2022-09-30 | $777k | 6.0k | 128.47 |
| 2022-06-30 | $831k | 6.0k | 137.40 |
| 2022-03-31 | $941k | 6.0k | 155.59 |
| 2021-12-31 | $947k | 6.0k | 156.58 |
| 2021-09-30 | $879k | 6.0k | 145.34 |
| 2021-06-30 | $892k | 6.0k | 147.49 |
| 2021-03-31 | $854k | 6.0k | 141.20 |
| 2020-12-31 | $805k | 6.0k | 133.10 |