iShares S&P 500 Value Index shares owned by PBWM Holdings
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.3M | 8.5k | 151.76 |
| 2022-12-31 | $1.2M | 8.5k | 145.05 |
| 2022-09-30 | $1.1M | 8.5k | 128.51 |
| 2022-06-30 | $1.2M | 8.5k | 137.43 |
| 2022-03-31 | $1.3M | 8.5k | 155.73 |
| 2021-12-31 | $1.3M | 8.5k | 156.67 |
| 2021-09-30 | $1.2M | 8.5k | 145.41 |
| 2021-06-30 | $1.3M | 8.6k | 147.61 |
| 2021-03-31 | $1.2M | 8.6k | 141.19 |
| 2020-12-31 | $1.1M | 8.6k | 128.00 |
| 2020-09-30 | $905k | 8.1k | 112.41 |
| 2020-06-30 | $812k | 7.5k | 108.24 |
| 2020-03-31 | $838k | 8.7k | 96.28 |