iShares S&P 500 Value Index shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Fortis Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Fortis Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $73k | 393 | 186.70 |