iShares S&P 500 Value Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf 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 Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $285k | 1.5k | 186.80 |
| 2023-12-31 | $227k | 1.3k | 173.95 |
| 2023-09-30 | $201k | 1.3k | 153.88 |
| 2023-06-30 | $209k | 1.3k | 161.23 |
| 2023-03-31 | $192k | 1.3k | 151.88 |
| 2022-12-31 | $183k | 1.3k | 145.13 |
| 2022-09-30 | $164k | 1.3k | 129.03 |
| 2022-06-30 | $175k | 1.3k | 137.69 |
| 2022-03-31 | $198k | 1.3k | 155.91 |
| 2021-12-31 | $206k | 1.3k | 156.18 |
| 2021-09-30 | $188k | 1.3k | 145.51 |
| 2021-06-30 | $191k | 1.3k | 147.83 |
| 2021-03-31 | $182k | 1.0k | 178.43 |
| 2020-12-31 | $183k | 1.4k | 128.06 |
| 2020-09-30 | $59k | 528 | 111.74 |
| 2020-06-30 | $48k | 442 | 108.60 |
| 2020-03-31 | $42k | 440 | 95.45 |
| 2019-12-31 | $403k | 3.1k | 130.21 |
More positions owned by Sugarloaf Wealth Management
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