iShares S&P 500 Value Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors 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 Visionary 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 Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $406k | 2.3k | 173.86 |
| 2023-09-30 | $380k | 2.5k | 153.87 |
| 2023-06-30 | $398k | 2.5k | 161.22 |
| 2023-03-31 | $375k | 2.5k | 151.76 |
| 2022-12-31 | $358k | 2.5k | 144.88 |
| 2022-09-30 | $306k | 2.4k | 128.57 |
| 2022-06-30 | $327k | 2.4k | 137.40 |
| 2022-03-31 | $371k | 2.4k | 155.88 |
| 2021-12-31 | $363k | 2.3k | 156.80 |
| 2021-09-30 | $382k | 2.6k | 145.52 |
| 2021-06-30 | $358k | 2.4k | 147.75 |
| 2021-03-31 | $334k | 2.4k | 141.35 |
| 2020-12-31 | $288k | 2.2k | 128.11 |
| 2020-09-30 | $253k | 2.2k | 112.54 |
| 2019-12-31 | $1.2M | 9.5k | 130.08 |