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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Wealth Advisory Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |