iShares S&P 500 Value Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 64k | 186.81 |
| 2023-12-31 | $11M | 62k | 173.89 |
| 2023-09-30 | $10M | 67k | 153.84 |
| 2023-06-30 | $11M | 67k | 161.19 |
| 2023-03-31 | $9.8M | 65k | 151.76 |
| 2022-12-31 | $9.5M | 66k | 145.07 |
| 2022-09-30 | $8.3M | 65k | 128.51 |
| 2022-06-30 | $11M | 78k | 137.47 |
| 2022-03-31 | $13M | 81k | 155.72 |
| 2021-12-31 | $12M | 76k | 156.63 |
| 2021-06-30 | $9.1M | 61k | 147.64 |
| 2021-03-31 | $2.7M | 19k | 141.24 |
| 2020-12-31 | $1.2M | 9.3k | 128.03 |
| 2020-09-30 | $2.4M | 21k | 112.45 |
| 2020-06-30 | $1.7M | 16k | 108.20 |
| 2019-12-31 | $2.7M | 21k | 130.11 |