iShares S&P 500 Value Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 38k | 206.51 |
| 2025-06-30 | $7.0M | 36k | 195.42 |
| 2025-03-31 | $6.6M | 35k | 190.58 |
| 2024-12-31 | $6.3M | 33k | 190.88 |
| 2024-09-30 | $6.1M | 31k | 197.17 |
| 2024-06-30 | $5.4M | 30k | 182.01 |
| 2024-03-31 | $4.8M | 26k | 186.81 |
| 2023-09-30 | $3.6M | 24k | 153.84 |
| 2023-06-30 | $3.7M | 23k | 161.19 |
| 2023-03-31 | $3.4M | 23k | 151.76 |
| 2022-12-31 | $3.2M | 22k | 145.07 |
| 2022-09-30 | $2.8M | 21k | 128.54 |
| 2022-06-30 | $2.8M | 20k | 137.48 |
| 2022-03-31 | $3.0M | 19k | 155.71 |
| 2021-12-31 | $1.9M | 12k | 156.67 |
| 2021-09-30 | $1.5M | 11k | 145.39 |
| 2021-06-30 | $1.6M | 11k | 148.31 |
| 2021-03-31 | $1.2M | 8.8k | 141.22 |
| 2020-12-31 | $1.0M | 7.9k | 128.03 |
More positions owned by Wescott Financial Advisory Group
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