iShares S&P 500 Value Index shares owned by W Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by W 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 W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 26k | 186.81 |
| 2023-12-31 | $3.7M | 22k | 173.89 |
| 2023-09-30 | $3.2M | 21k | 153.84 |
| 2023-06-30 | $3.3M | 21k | 161.19 |
| 2023-03-31 | $3.1M | 21k | 151.76 |
| 2022-12-31 | $3.3M | 23k | 145.08 |
| 2022-09-30 | $2.8M | 22k | 128.56 |
| 2022-06-30 | $3.7M | 27k | 137.47 |
| 2022-03-31 | $3.8M | 25k | 155.70 |
| 2021-12-31 | $3.8M | 24k | 156.64 |