iShares S&P 500 Value Index shares owned by Ashton Thomas Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ashton Thomas Private Wealth
from 13F filings
Historical chart of Ashton Thomas Private Wealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Ashton Thomas Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 85k | 206.51 |
| 2025-06-30 | $7.2M | 37k | 195.42 |
| 2025-03-31 | $7.0M | 37k | 190.58 |
| 2024-12-31 | $6.6M | 35k | 190.88 |
| 2024-09-30 | $4.6M | 23k | 197.17 |
| 2024-06-30 | $4.1M | 22k | 182.01 |
| 2024-03-31 | $4.1M | 22k | 186.81 |
| 2023-12-31 | $3.6M | 21k | 173.89 |
| 2023-09-30 | $3.0M | 20k | 153.84 |
| 2023-06-30 | $3.1M | 19k | 161.19 |
| 2023-03-31 | $2.9M | 19k | 151.76 |
| 2022-12-31 | $2.7M | 18k | 145.07 |
| 2022-09-30 | $2.3M | 18k | 128.52 |
| 2022-06-30 | $2.4M | 17k | 137.46 |
| 2022-03-31 | $2.7M | 18k | 155.72 |
| 2021-12-31 | $2.5M | 16k | 156.63 |
| 2021-09-30 | $2.2M | 15k | 145.42 |
| 2021-06-30 | $2.1M | 14k | 147.64 |
| 2021-03-31 | $2.0M | 14k | 141.24 |
| 2020-12-31 | $1.4M | 11k | 128.02 |
| 2020-09-30 | $1.0M | 9.2k | 112.45 |
| 2020-06-30 | $1.0M | 9.3k | 108.21 |
| 2020-03-31 | $1.1M | 12k | 96.25 |
| 2019-12-31 | $1.3M | 9.6k | 130.09 |
More positions owned by Ashton Thomas Private Wealth
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