iShares S&P 500 Value Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Monograph Wealth Advisors 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 Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $924k | 5.3k | 173.88 |
| 2023-09-30 | $822k | 5.3k | 154.67 |
| 2023-06-30 | $857k | 5.3k | 161.18 |
| 2023-03-31 | $806k | 5.3k | 151.77 |
| 2022-12-31 | $771k | 5.3k | 145.12 |
| 2022-09-30 | $683k | 5.3k | 128.58 |
| 2022-06-30 | $730k | 5.3k | 137.42 |
| 2022-03-31 | $827k | 5.3k | 155.71 |
| 2021-12-31 | $832k | 5.3k | 156.66 |