iShares S&P 500 Value Index shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $231k | 1.2k | 197.25 |
| 2024-06-30 | $213k | 1.2k | 181.97 |
| 2024-03-31 | $1.3M | 6.7k | 186.81 |
| 2023-12-31 | $1.2M | 6.6k | 173.88 |
| 2023-09-30 | $551k | 3.6k | 153.82 |
| 2023-06-30 | $701k | 4.3k | 161.17 |
| 2023-03-31 | $277k | 1.8k | 151.77 |
| 2022-12-31 | $987k | 6.8k | 145.06 |
| 2022-09-30 | $269k | 2.1k | 128.46 |