iShares S&P 500 Value Index shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Wealth Advisory Solutions 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 Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 20k | 206.51 |
| 2025-06-30 | $4.0M | 20k | 195.42 |
| 2025-03-31 | $3.9M | 20k | 190.58 |
| 2024-12-31 | $3.8M | 20k | 190.88 |
| 2024-09-30 | $3.9M | 20k | 197.17 |
| 2024-06-30 | $3.6M | 20k | 182.01 |
| 2024-03-31 | $3.8M | 20k | 186.81 |
| 2023-09-30 | $3.2M | 21k | 153.84 |
| 2023-06-30 | $3.0M | 18k | 161.19 |
| 2023-03-31 | $2.9M | 19k | 151.76 |
| 2022-12-31 | $2.8M | 20k | 145.07 |
| 2022-09-30 | $2.5M | 20k | 128.52 |
| 2022-06-30 | $9.0M | 66k | 137.46 |
| 2022-03-31 | $9.9M | 64k | 155.71 |
| 2021-09-30 | $7.0M | 48k | 145.41 |
| 2021-06-30 | $6.6M | 45k | 147.64 |
| 2021-03-31 | $6.0k | 43k | 0.14 |
| 2020-12-31 | $4.6M | 36k | 127.99 |