iShares S&P 500 Value Index shares owned by Strategic Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategic Financial Partners
from 13F filings
Historical chart of Strategic Financial Partners investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Strategic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Strategic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 1.4k | 197.17 |
| 2024-06-30 | $247k | 1.4k | 182.01 |
| 2024-03-31 | $253k | 1.4k | 186.81 |
| 2023-12-31 | $263k | 1.5k | 173.89 |
| 2023-09-30 | $233k | 1.5k | 153.84 |
| 2023-06-30 | $244k | 1.5k | 161.19 |
| 2023-03-31 | $229k | 1.5k | 151.76 |
| 2022-12-31 | $217k | 1.5k | 145.34 |
| 2022-06-30 | $209k | 1.5k | 137.32 |
| 2022-03-31 | $237k | 1.5k | 155.72 |
| 2021-12-31 | $248k | 1.6k | 156.76 |
| 2021-09-30 | $230k | 1.6k | 145.39 |
| 2021-06-30 | $234k | 1.6k | 147.91 |
More positions owned by Strategic Financial Partners
View all positions for Strategic Financial Partners