iShares S&P 500 Value Index shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $15M | 102k | 147.64 |
| 2021-03-31 | $15M | 104k | 141.24 |
| 2020-12-31 | $14M | 113k | 128.02 |
| 2020-09-30 | $11M | 96k | 112.45 |
| 2020-06-30 | $11M | 103k | 108.21 |
| 2020-03-31 | $13M | 132k | 96.25 |
| 2019-12-31 | $15M | 112k | 130.10 |
| 2019-09-30 | $14M | 113k | 119.15 |
| 2019-06-30 | $13M | 112k | 116.59 |
| 2019-03-31 | $13M | 117k | 112.83 |
| 2018-12-31 | $11M | 110k | 101.15 |
| 2018-09-30 | $13M | 111k | 115.84 |
| 2018-06-30 | $1.3M | 12k | 110.12 |
| 2018-03-31 | $1.1M | 10k | 109.35 |
| 2017-12-31 | $1.3M | 12k | 114.28 |