iShares S&P 500 Value Index shares owned by Apollon Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Apollon Wealth Management
from 13F filings
Historical chart of Apollon 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 Apollon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 70k | 206.51 |
| 2025-06-30 | $12M | 62k | 195.42 |
| 2025-03-31 | $11M | 58k | 190.58 |
| 2024-12-31 | $6.3M | 33k | 190.88 |
| 2024-09-30 | $5.8M | 29k | 197.17 |
| 2024-06-30 | $5.1M | 28k | 182.01 |
| 2024-03-31 | $5.1M | 27k | 186.81 |
| 2023-12-31 | $3.8M | 22k | 173.89 |
| 2023-09-30 | $3.4M | 22k | 153.84 |
| 2023-06-30 | $3.6M | 22k | 161.19 |
| 2023-03-31 | $3.3M | 22k | 151.76 |
| 2022-12-31 | $3.2M | 22k | 145.07 |
| 2022-09-30 | $1.6M | 12k | 128.52 |
| 2022-06-30 | $1.7M | 13k | 137.47 |
| 2022-03-31 | $1.9M | 12k | 155.75 |
| 2021-12-31 | $3.5M | 22k | 156.67 |
| 2021-09-30 | $1.4M | 9.6k | 145.45 |
| 2021-06-30 | $1.4M | 9.8k | 147.64 |
| 2021-03-31 | $1.5M | 10k | 141.28 |
| 2020-06-30 | $31k | 288 | 107.64 |
| 2019-12-31 | $315k | 2.4k | 130.43 |
| 2019-09-30 | $416k | 3.5k | 119.10 |
| 2019-06-30 | $50k | 431 | 116.01 |