iShares S&P 500 Value Index shares owned by TPG Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TPG Financial Advisors
from 13F filings
Historical chart of TPG Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by TPG Financial 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 TPG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $255k | 1.5k | 174.98 |
| 2022-09-30 | $437k | 3.4k | 128.57 |
| 2022-06-30 | $467k | 3.4k | 137.39 |
| 2022-03-31 | $529k | 3.4k | 155.63 |
| 2021-12-31 | $532k | 3.4k | 156.52 |
| 2021-09-30 | $494k | 3.4k | 145.34 |
| 2021-06-30 | $502k | 3.4k | 147.69 |
| 2021-03-31 | $500k | 3.5k | 141.16 |
| 2020-12-31 | $453k | 3.5k | 127.89 |
| 2020-09-30 | $398k | 3.5k | 112.37 |
| 2020-06-30 | $383k | 3.5k | 108.13 |
| 2020-03-31 | $552k | 5.7k | 96.17 |
| 2019-12-31 | $793k | 6.1k | 130.11 |
| 2019-09-30 | $726k | 6.1k | 119.11 |
| 2019-06-30 | $722k | 6.1k | 118.46 |
| 2019-03-31 | $824k | 7.2k | 114.22 |
| 2018-12-31 | $730k | 7.2k | 101.19 |