iShares S&P 500 Value Index shares owned by Cahaba Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cahaba Wealth Management
from 13F filings
Historical chart of Cahaba 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 Cahaba Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Cahaba Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 10k | 186.82 |
| 2023-12-31 | $1.8M | 10k | 173.89 |
| 2023-09-30 | $1.6M | 11k | 153.83 |
| 2023-06-30 | $1.9M | 12k | 161.19 |
| 2023-03-31 | $1.9M | 12k | 151.75 |
| 2022-12-31 | $1.8M | 13k | 145.07 |
| 2022-09-30 | $1.6M | 13k | 128.48 |
| 2022-06-30 | $1.7M | 12k | 137.41 |
| 2022-03-31 | $2.0M | 14k | 147.96 |
| 2021-12-31 | $2.4M | 15k | 156.63 |
| 2021-09-30 | $2.1M | 14k | 145.37 |
| 2021-06-30 | $2.2M | 15k | 148.78 |
| 2021-03-31 | $2.3M | 17k | 141.24 |
| 2020-12-31 | $2.3M | 18k | 130.26 |
| 2020-09-30 | $2.3M | 21k | 112.41 |
| 2020-06-30 | $2.7M | 24k | 113.75 |
| 2020-03-31 | $3.0M | 31k | 96.23 |
| 2019-12-31 | $6.2M | 48k | 130.07 |
| 2019-09-30 | $6.8M | 57k | 119.13 |
| 2019-06-30 | $7.8M | 67k | 116.57 |
| 2019-03-31 | $7.3M | 65k | 112.74 |
| 2018-12-31 | $6.4M | 64k | 101.14 |
| 2018-09-30 | $7.0M | 60k | 116.29 |
| 2018-06-30 | $6.6M | 59k | 112.36 |
| 2018-03-31 | $5.7M | 54k | 107.03 |
| 2017-12-31 | $6.1M | 54k | 114.22 |
| 2017-09-30 | $5.3M | 49k | 107.92 |