iShares S&P 500 Value Index shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay 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 Evermay Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $294k | 1.7k | 173.89 |
2023-09-30 | $212k | 1.4k | 154.49 |
2023-06-30 | $221k | 1.4k | 161.19 |
2023-03-31 | $208k | 1.4k | 151.76 |
2022-12-31 | $155k | 1.1k | 145.07 |
2022-09-30 | $137k | 1.1k | 128.28 |
2022-06-30 | $71k | 518 | 137.07 |
2022-03-31 | $81k | 518 | 156.37 |
2021-12-31 | $81k | 518 | 156.37 |
2021-09-30 | $76k | 518 | 146.72 |
2021-06-30 | $76k | 518 | 146.72 |