iShares S&P 500 Value Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic 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 Atlantic 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 Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28k | 142 | 197.63 |
| 2024-06-30 | $74k | 407 | 182.01 |
| 2024-03-31 | $137k | 734 | 186.83 |
| 2023-12-31 | $127k | 731 | 173.83 |
| 2023-09-30 | $111k | 723 | 153.94 |
| 2023-06-30 | $170k | 1.1k | 161.26 |
| 2023-03-31 | $160k | 1.1k | 151.73 |