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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