iShares S&P 500 Value Index shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 1.1k | 206.51 |
| 2025-06-30 | $217k | 1.1k | 195.42 |
| 2024-12-31 | $210k | 1.1k | 190.88 |
| 2024-09-30 | $207k | 1.1k | 197.17 |
| 2023-03-31 | $34k | 226 | 151.76 |
| 2022-12-31 | $33k | 226 | 145.07 |
| 2022-09-30 | $29k | 226 | 128.32 |
| 2022-06-30 | $31k | 226 | 137.17 |
| 2022-03-31 | $40k | 259 | 154.44 |
| 2021-12-31 | $45k | 289 | 155.71 |
| 2021-09-30 | $42k | 289 | 145.33 |
| 2021-06-30 | $43k | 289 | 148.79 |
| 2021-03-31 | $41k | 289 | 141.87 |
| 2020-12-31 | $37k | 289 | 128.03 |
| 2020-09-30 | $32k | 289 | 110.73 |
| 2020-06-30 | $31k | 289 | 107.27 |
| 2020-03-31 | $28k | 289 | 96.89 |
| 2019-12-31 | $63k | 483 | 130.43 |
| 2019-09-30 | $58k | 483 | 120.08 |
| 2019-06-30 | $49k | 423 | 115.84 |
| 2019-03-31 | $48k | 423 | 113.48 |
| 2018-12-31 | $43k | 423 | 101.65 |
| 2018-09-30 | $66k | 570 | 115.79 |
| 2018-06-30 | $22k | 196 | 112.24 |
| 2018-03-31 | $27k | 249 | 108.43 |
| 2017-12-31 | $28k | 249 | 112.45 |
| 2017-09-30 | $27k | 249 | 108.43 |
| 2017-06-30 | $26k | 249 | 104.42 |
| 2017-03-31 | $35k | 336 | 104.17 |
| 2016-12-31 | $124k | 1.2k | 100.98 |
| 2016-09-30 | $32k | 336 | 95.24 |
| 2016-06-30 | $31k | 336 | 92.26 |
| 2016-03-31 | $30k | 336 | 89.29 |
| 2015-12-31 | $30k | 336 | 89.29 |
| 2015-09-30 | $28k | 336 | 83.33 |
| 2015-06-30 | $110k | 1.2k | 91.97 |
| 2015-03-31 | $18k | 196 | 91.84 |
| 2014-12-31 | $18k | 196 | 91.84 |
| 2014-09-30 | $18k | 196 | 91.84 |
| 2014-06-30 | $20k | 217 | 92.17 |
| 2014-03-31 | $19k | 217 | 87.56 |
| 2013-12-31 | $19k | 217 | 87.56 |
| 2013-09-30 | $4.0k | 47 | 85.11 |
| 2013-06-30 | $11k | 150 | 73.33 |
| 2013-03-31 | $18k | 242 | 74.38 |
| 2012-12-31 | $16k | 242 | 66.12 |