iShares S&P 500 Value Index shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate 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 Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $242k | 1.4k | 173.93 |
| 2023-09-30 | $212k | 1.4k | 153.89 |
| 2023-06-30 | $222k | 1.4k | 161.24 |
| 2023-03-31 | $219k | 1.4k | 151.83 |
| 2022-12-31 | $279k | 1.9k | 145.31 |
| 2022-09-30 | $253k | 2.0k | 128.43 |
| 2022-06-30 | $180k | 1.3k | 137.20 |
| 2022-03-31 | $233k | 1.5k | 155.75 |
| 2021-12-31 | $62k | 393 | 157.76 |
| 2020-12-31 | $40k | 310 | 129.03 |
| 2018-12-31 | $196k | 1.8k | 108.17 |
| 2013-06-30 | $14k | 186 | 75.27 |
More positions owned by Baystate Wealth Management
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