iShares S&P 500 Value Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 9.4k | 186.81 |
| 2023-12-31 | $1.6M | 9.4k | 173.89 |
| 2023-09-30 | $1.4M | 9.3k | 153.84 |
| 2023-06-30 | $1.5M | 9.3k | 161.19 |
| 2023-03-31 | $1.4M | 9.3k | 151.76 |
| 2022-12-31 | $1.4M | 9.3k | 145.07 |
| 2022-09-30 | $1.3M | 9.5k | 136.19 |
| 2022-06-30 | $1.3M | 9.5k | 137.45 |
| 2022-03-31 | $1.5M | 9.5k | 156.58 |
| 2021-12-31 | $1.5M | 9.5k | 156.58 |
| 2021-09-30 | $1.4M | 9.5k | 145.38 |
| 2021-06-30 | $1.4M | 9.5k | 147.60 |
| 2021-03-31 | $1.3M | 9.5k | 141.15 |
| 2020-12-31 | $1.3M | 11k | 127.93 |
| 2020-09-30 | $1.3M | 11k | 112.42 |
| 2020-06-30 | $1.2M | 11k | 108.17 |
| 2020-03-31 | $1.2M | 12k | 96.21 |
| 2019-12-31 | $1.6M | 13k | 130.09 |
| 2019-09-30 | $1.5M | 13k | 119.06 |
| 2019-06-30 | $1.5M | 13k | 116.56 |
| 2019-03-31 | $1.4M | 12k | 112.73 |
| 2018-12-31 | $1.2M | 12k | 101.15 |