iShares S&P 500 Value Index shares owned by SVB Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SVB Wealth Advisory
from 13F filings
Historical chart of SVB Wealth Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by SVB Wealth 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 SVB Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $214k | 1.4k | 155.86 |
| 2021-12-31 | $220k | 1.4k | 160.58 |
| 2021-06-30 | $203k | 1.4k | 147.85 |
| 2020-12-31 | $176k | 1.4k | 128.19 |
| 2020-09-30 | $154k | 1.4k | 112.16 |
| 2020-06-30 | $149k | 1.4k | 108.52 |
| 2020-03-31 | $38k | 393 | 96.69 |
| 2019-12-31 | $51k | 393 | 129.77 |