iShares S&P 500 Value Index shares owned by Abound Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound Wealth Management 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 Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Abound Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $20k | 112 | 181.23 |
2024-03-31 | $21k | 112 | 186.01 |
2023-12-31 | $19k | 112 | 173.14 |
2023-09-30 | $17k | 111 | 154.46 |
2023-06-30 | $16k | 97 | 161.93 |
2023-03-31 | $15k | 97 | 152.45 |
2022-12-31 | $14k | 97 | 145.73 |
2022-09-30 | $18k | 137 | 128.26 |
2022-06-30 | $13k | 97 | 138.08 |
2022-03-31 | $14k | 88 | 156.50 |
2021-12-31 | $14k | 89 | 156.37 |