iShares S&P 500 Value Index shares owned by TCG Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $614k | 3.4k | 182.01 |
| 2024-03-31 | $606k | 3.2k | 186.81 |
| 2023-12-31 | $528k | 3.0k | 173.89 |
| 2021-09-30 | $299k | 2.1k | 145.22 |
| 2021-06-30 | $302k | 2.0k | 147.53 |
| 2021-03-31 | $288k | 2.0k | 141.11 |
| 2020-12-31 | $212k | 1.9k | 112.41 |