iShares S&P 500 Value Index shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $313k | 1.8k | 173.89 |
| 2023-09-30 | $274k | 1.8k | 153.84 |
| 2023-06-30 | $287k | 1.8k | 161.19 |
| 2023-03-31 | $269k | 1.8k | 151.75 |
| 2022-12-31 | $256k | 1.8k | 145.05 |
| 2022-09-30 | $224k | 1.7k | 128.44 |
| 2022-06-30 | $240k | 1.7k | 137.61 |
| 2022-03-31 | $270k | 1.7k | 155.44 |