iShares S&P 500 Value Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess 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 Axxcess Wealth Management 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 Axxcess Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 11k | 197.17 |
2024-06-30 | $1.3M | 7.4k | 182.01 |
2024-03-31 | $1.7M | 9.1k | 186.81 |
2023-12-31 | $1.1M | 6.3k | 173.89 |
2023-09-30 | $1.2M | 8.0k | 153.84 |
2023-06-30 | $1.3M | 8.3k | 161.19 |
2023-03-31 | $1.3M | 8.8k | 151.76 |
2022-12-31 | $1.6M | 11k | 145.07 |
2022-09-30 | $1.5M | 11k | 128.51 |
2022-06-30 | $1.5M | 11k | 137.41 |