iShares S&P 500 Value Index shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial 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 Worth Financial 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 Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $424k | 2.1k | 206.51 |
| 2025-06-30 | $432k | 2.2k | 195.42 |
| 2025-03-31 | $422k | 2.2k | 190.58 |
| 2024-12-31 | $422k | 2.2k | 190.88 |
| 2024-09-30 | $462k | 2.3k | 197.17 |
| 2024-06-30 | $503k | 2.8k | 182.01 |
| 2024-03-31 | $529k | 2.8k | 186.81 |
| 2023-12-31 | $491k | 2.8k | 173.89 |
| 2023-09-30 | $456k | 3.0k | 153.84 |
| 2023-06-30 | $587k | 3.6k | 161.19 |
| 2023-03-31 | $557k | 3.7k | 151.76 |
| 2022-12-31 | $500k | 3.4k | 145.07 |
More positions owned by Worth Financial Advisory Group
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