iShares S&P 500 Value Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 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 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 7.2k | 197.16 |
| 2024-06-30 | $1.3M | 7.3k | 182.02 |
| 2024-03-31 | $1.4M | 7.3k | 186.81 |
| 2023-12-31 | $1.3M | 7.3k | 173.89 |
| 2023-09-30 | $1.2M | 7.5k | 153.85 |
| 2023-06-30 | $1.2M | 7.4k | 161.20 |
| 2023-03-31 | $1.2M | 7.6k | 151.77 |
| 2022-12-31 | $1.1M | 7.7k | 145.06 |
| 2022-09-30 | $1.1M | 8.4k | 128.53 |
| 2022-06-30 | $1.2M | 8.7k | 137.48 |
| 2022-03-31 | $1.4M | 8.8k | 155.72 |
| 2021-12-31 | $1.3M | 8.6k | 156.69 |
| 2021-09-30 | $1.1M | 7.3k | 145.43 |
| 2021-06-30 | $1.1M | 7.3k | 147.63 |
| 2021-03-31 | $1.0M | 7.3k | 141.30 |
| 2020-12-31 | $930k | 7.3k | 127.96 |
| 2020-09-30 | $1.0M | 9.4k | 110.43 |
| 2020-06-30 | $1.0M | 9.3k | 108.26 |
| 2020-03-31 | $796k | 7.5k | 106.13 |
| 2019-12-31 | $934k | 7.2k | 130.08 |