iShares S&P 500 Value Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus 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 Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.3k | 17 | 195.47 |
| 2025-03-31 | $3.2k | 17 | 190.59 |
| 2024-12-31 | $3.2k | 17 | 190.88 |
| 2024-09-30 | $3.4k | 17 | 197.18 |
| 2024-06-30 | $19k | 104 | 182.02 |
| 2024-03-31 | $103k | 551 | 186.86 |
| 2023-12-31 | $130k | 749 | 173.91 |
| 2023-09-30 | $0 | 0 | 0.00 |
| 2023-06-30 | $0 | 0 | 0.00 |
| 2023-03-31 | $0 | 0 | 0.00 |
| 2022-12-31 | $31k | 216 | 145.14 |
| 2022-06-30 | $32k | 232 | 137.93 |
| 2022-03-31 | $38k | 245 | 155.10 |
| 2021-12-31 | $38k | 244 | 155.74 |
| 2021-09-30 | $86k | 594 | 144.78 |
| 2021-06-30 | $88k | 594 | 148.15 |
| 2021-03-31 | $37k | 263 | 140.68 |
| 2020-12-31 | $37k | 285 | 129.82 |
| 2020-09-30 | $13k | 114 | 114.04 |
| 2020-06-30 | $18k | 168 | 107.14 |
| 2020-03-31 | $65k | 672 | 96.73 |
| 2019-12-31 | $141k | 1.1k | 130.19 |