iShares S&P 500 Value Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors 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 Strategies Wealth Advisors 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 Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.5k | 206.51 |
| 2025-06-30 | $2.2M | 11k | 195.43 |
| 2025-03-31 | $2.3M | 12k | 190.58 |
| 2024-12-31 | $2.4M | 12k | 195.30 |
| 2024-09-30 | $2.6M | 13k | 197.17 |
| 2024-06-30 | $2.5M | 14k | 182.01 |
| 2024-03-31 | $2.4M | 13k | 186.81 |
| 2023-12-31 | $2.2M | 13k | 173.89 |
| 2023-09-30 | $2.0M | 13k | 153.84 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $1.0M | 7.2k | 145.08 |
| 2022-06-30 | $778k | 5.7k | 137.46 |
| 2022-03-31 | $971k | 6.2k | 155.72 |
| 2021-12-31 | $988k | 6.3k | 156.63 |
More positions owned by Strategies Wealth Advisors
View all positions for Strategies Wealth Advisors