iShares S&P 500 Value Index shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos 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 Stratos 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 39k | 197.17 |
| 2024-06-30 | $6.5M | 36k | 182.01 |
| 2024-03-31 | $6.4M | 34k | 186.81 |
| 2023-12-31 | $2.9M | 17k | 173.90 |
| 2023-09-30 | $768k | 5.0k | 153.86 |
| 2023-06-30 | $808k | 5.0k | 161.21 |
| 2023-03-31 | $673k | 4.4k | 151.77 |
| 2022-12-31 | $656k | 4.5k | 145.09 |
| 2022-09-30 | $541k | 4.2k | 128.60 |
| 2022-06-30 | $609k | 4.4k | 137.47 |
| 2022-03-31 | $549k | 3.5k | 155.88 |
| 2021-12-31 | $505k | 3.2k | 156.59 |
| 2021-09-30 | $389k | 2.7k | 145.37 |
| 2021-06-30 | $513k | 3.5k | 147.67 |
| 2021-03-31 | $526k | 3.7k | 141.28 |
| 2020-12-31 | $276k | 2.2k | 128.13 |
| 2020-03-31 | $157k | 1.6k | 96.14 |