iShares S&P 500 Value Index shares owned by Woodward Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Woodward Financial Advisors
from 13F filings
Historical chart of Woodward 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 Woodward Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.7M | 8.1k | 207.63 |
| 2025-12-31 | $1.7M | 8.1k | 212.07 |
| 2025-09-30 | $1.7M | 8.1k | 206.51 |
| 2025-06-30 | $1.6M | 8.1k | 195.42 |
| 2025-03-31 | $1.6M | 8.1k | 190.58 |
| 2024-12-31 | $1.6M | 8.1k | 190.88 |
| 2024-09-30 | $1.6M | 8.1k | 197.17 |
| 2024-06-30 | $1.5M | 8.1k | 181.06 |
| 2024-03-31 | $1.5M | 8.1k | 185.67 |
| 2023-12-31 | $1.4M | 8.1k | 173.89 |
| 2023-09-30 | $1.3M | 8.1k | 153.84 |
| 2023-06-30 | $1.3M | 8.2k | 161.19 |
| 2023-03-31 | $1.3M | 8.4k | 151.76 |
| 2022-12-31 | $1.2M | 8.3k | 145.08 |
| 2022-09-30 | $1.1M | 8.3k | 128.51 |
| 2022-06-30 | $1.1M | 8.3k | 137.47 |
| 2022-03-31 | $1.3M | 8.3k | 155.72 |
| 2021-12-31 | $1.3M | 8.3k | 156.63 |
More positions owned by Woodward Financial Advisors
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