iShares S&P 500 Value Index shares owned by Barnes Dennig Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Barnes Dennig Private Wealth Management
from 13F filings
Historical chart of Barnes Dennig Private 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 Barnes Dennig Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 6.1k | 212.07 |
| 2025-09-30 | $940k | 4.6k | 206.53 |
| 2025-06-30 | $851k | 4.4k | 195.42 |
| 2025-03-31 | $123k | 645 | 190.58 |
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