SPDR DJ Wilshire Large Cap Value shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 85k | 50.10 |
| 2023-12-31 | $4.1M | 88k | 46.63 |
| 2023-09-30 | $3.2M | 77k | 41.26 |
| 2023-06-30 | $3.5M | 81k | 43.20 |
| 2023-03-31 | $3.3M | 81k | 40.72 |
| 2022-12-31 | $3.4M | 88k | 38.89 |
| 2022-09-30 | $2.3M | 67k | 34.49 |
| 2022-06-30 | $2.0M | 56k | 36.82 |
| 2022-03-31 | $2.3M | 55k | 41.75 |
| 2021-12-31 | $2.5M | 59k | 42.01 |
| 2021-09-30 | $2.2M | 56k | 39.00 |
| 2021-06-30 | $2.3M | 57k | 39.55 |
| 2021-03-31 | $2.3M | 62k | 37.91 |
| 2020-12-31 | $2.2M | 64k | 34.40 |
| 2020-09-30 | $2.0M | 65k | 30.20 |
| 2020-06-30 | $2.0M | 70k | 28.99 |
| 2020-03-31 | $2.1M | 83k | 25.85 |
| 2019-12-31 | $4.4M | 126k | 34.92 |
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