Ashton Thomas Private Wealth »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
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