iShares S&P 500 Value Index shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Aj Wealth Strategies 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 Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.3M | 14k | 161.19 |
| 2023-03-31 | $2.1M | 14k | 151.76 |
| 2022-12-31 | $2.0M | 14k | 145.07 |
| 2022-09-30 | $3.2M | 25k | 128.53 |
| 2022-06-30 | $3.4M | 25k | 137.45 |
| 2022-03-31 | $3.8M | 24k | 155.71 |
| 2021-12-31 | $3.8M | 24k | 156.62 |
| 2021-09-30 | $2.0M | 14k | 145.43 |
| 2021-06-30 | $2.5M | 17k | 147.64 |
| 2021-03-31 | $2.0M | 14k | 141.21 |
| 2020-12-31 | $1.8M | 14k | 127.99 |
| 2020-09-30 | $1.5M | 14k | 112.45 |
| 2020-06-30 | $1.5M | 14k | 108.17 |