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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Atticus Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |