iShares S&P 500 Value Index shares owned by Altium Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Altium Wealth Management 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 Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $617k | 4.5k | 137.51 |
| 2022-03-31 | $621k | 4.0k | 155.60 |
| 2018-09-30 | $573k | 4.9k | 115.90 |
| 2018-06-30 | $553k | 5.0k | 110.20 |
| 2018-03-31 | $442k | 4.0k | 109.57 |
| 2017-12-31 | $446k | 3.9k | 114.39 |