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
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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
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Quarterly reported holdings in iShares S&P 500 Value Index by Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 539 | 206.42 |
| 2025-06-30 | $22k | 113 | 194.59 |
| 2025-03-31 | $57k | 301 | 190.74 |
| 2024-12-31 | $21k | 112 | 190.06 |
| 2024-09-30 | $22k | 112 | 196.32 |
| 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 |