iShares S&P 500 Value Index shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Winthrop Advisory Group 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 Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 1.1k | 206.54 |
| 2025-06-30 | $206k | 1.1k | 195.39 |
| 2025-03-31 | $200k | 1.1k | 190.67 |
| 2024-12-31 | $316k | 1.7k | 190.86 |
| 2024-09-30 | $316k | 1.6k | 197.14 |
| 2024-06-30 | $291k | 1.6k | 181.96 |
| 2024-03-31 | $298k | 1.6k | 186.82 |
| 2023-12-31 | $277k | 1.6k | 173.86 |
| 2023-09-30 | $253k | 1.6k | 154.65 |
| 2023-06-30 | $280k | 1.7k | 161.26 |
| 2023-03-31 | $311k | 2.0k | 151.78 |
| 2022-12-31 | $298k | 2.1k | 145.05 |