Activest Wealth Management »

iShares S&P 500 Value Index shares owned by Activest Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest 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 Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2k 53 173.89
2023-09-30 $8.2k 53 153.85
2023-03-31 $7.9k 53 149.74
2022-06-30 $57k 414 137.68
2022-03-31 $49k 312 157.05
2021-12-31 $37k 234 158.12
2021-09-30 $34k 234 145.30
2021-06-30 $51k 346 147.40
2021-03-31 $39k 276 141.30