iShares S&P 500 Value Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. 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 Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 22k | 206.51 |
| 2025-06-30 | $4.6M | 24k | 195.42 |
| 2025-03-31 | $4.5M | 24k | 190.58 |
| 2024-12-31 | $4.6M | 24k | 190.88 |
| 2024-09-30 | $5.0M | 25k | 197.17 |
| 2024-06-30 | $4.8M | 26k | 182.01 |
| 2024-03-31 | $5.7M | 30k | 186.81 |
| 2023-12-31 | $6.1M | 35k | 174.21 |
| 2023-09-30 | $8.0M | 52k | 154.68 |
More positions owned by Bartlett & Co. Wealth Management
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