iShares S&P 500 Value Index shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 12k | 182.01 |
| 2024-03-31 | $2.3M | 12k | 186.81 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 161.19 |
| 2023-03-31 | $1.9M | 12k | 151.75 |
| 2022-12-31 | $1.8M | 12k | 145.07 |
| 2022-09-30 | $1.6M | 12k | 128.49 |
| 2022-06-30 | $1.7M | 12k | 137.50 |
| 2022-03-31 | $1.9M | 12k | 155.71 |
| 2021-12-31 | $1.9M | 12k | 156.65 |
| 2021-09-30 | $1.8M | 12k | 145.39 |
| 2021-06-30 | $1.8M | 12k | 147.63 |
| 2021-03-31 | $1.2M | 12k | 96.22 |
| 2020-12-31 | $1.5M | 12k | 128.00 |
| 2020-09-30 | $1.4M | 12k | 112.43 |
| 2020-06-30 | $1.3M | 12k | 108.17 |
| 2020-03-31 | $1.2M | 12k | 96.22 |
More positions owned by Wellspring Financial Advisors
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