iShares S&P 500 Value Index shares owned by 4J Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J 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 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $507k | 2.5k | 206.49 |
| 2025-06-30 | $482k | 2.5k | 195.40 |
| 2025-03-31 | $470k | 2.5k | 190.56 |
| 2024-12-31 | $470k | 2.5k | 190.86 |
| 2024-09-30 | $486k | 2.5k | 197.15 |
| 2024-06-30 | $448k | 2.5k | 181.99 |
| 2024-03-31 | $462k | 2.5k | 186.79 |
| 2023-12-31 | $442k | 2.5k | 173.87 |
| 2023-09-30 | $425k | 2.8k | 153.83 |
| 2023-06-30 | $445k | 2.8k | 161.18 |
| 2023-03-31 | $419k | 2.8k | 151.75 |
| 2022-12-31 | $408k | 2.8k | 145.06 |
| 2022-09-30 | $362k | 2.8k | 128.37 |
| 2022-06-30 | $395k | 2.9k | 137.39 |
| 2022-03-31 | $445k | 2.9k | 155.87 |
| 2021-12-31 | $448k | 2.9k | 156.48 |
| 2021-09-30 | $416k | 2.9k | 145.30 |
| 2021-06-30 | $423k | 2.9k | 147.75 |
| 2021-03-31 | $406k | 2.9k | 141.17 |
| 2020-12-31 | $399k | 3.1k | 127.93 |