iShares S&P 500 Value Index shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management 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 Activest Wealth Management 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 Activest Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $9.9k | 53 | 186.81 |
2023-12-31 | $9.2k | 53 | 173.89 |
2023-09-30 | $8.2k | 53 | 153.85 |
2023-03-31 | $7.9k | 53 | 149.74 |
2022-06-30 | $57k | 414 | 137.68 |
2022-03-31 | $49k | 312 | 157.05 |
2021-12-31 | $37k | 234 | 158.12 |
2021-09-30 | $34k | 234 | 145.30 |
2021-06-30 | $51k | 346 | 147.40 |
2021-03-31 | $39k | 276 | 141.30 |
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