iShares S&P 500 Value Index shares owned by Harvest Group Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Harvest Group Wealth Management
from 13F filings
Historical chart of Harvest Group Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Harvest Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $779 | 5 | 155.80 |
| 2022-12-31 | $2.5k | 17 | 145.82 |
| 2022-09-30 | $3.9M | 29k | 136.26 |
| 2022-06-30 | $4.2M | 29k | 144.44 |
| 2022-03-31 | $4.4M | 28k | 155.73 |
| 2020-03-31 | $11k | 117 | 94.02 |
| 2019-12-31 | $15k | 117 | 128.21 |
| 2019-09-30 | $14k | 116 | 120.69 |
More positions owned by Harvest Group Wealth Management
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