iShares S&P 500 Value Index shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur 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 BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 8.5k | 173.89 |
| 2023-09-30 | $1.3M | 8.5k | 154.68 |
| 2023-06-30 | $1.4M | 8.5k | 161.19 |
| 2023-03-31 | $1.3M | 8.5k | 151.76 |
| 2022-12-31 | $1.2M | 8.5k | 145.07 |
| 2022-09-30 | $1.1M | 8.5k | 128.47 |
| 2022-06-30 | $1.2M | 8.5k | 137.41 |
| 2022-03-31 | $1.3M | 8.5k | 155.76 |
| 2021-12-31 | $1.3M | 8.5k | 156.59 |
| 2021-09-30 | $1.2M | 8.5k | 145.41 |
| 2021-06-30 | $1.3M | 8.5k | 147.65 |
| 2021-03-31 | $1.2M | 8.5k | 141.29 |
| 2020-12-31 | $1.1M | 8.5k | 128.00 |
| 2020-09-30 | $956k | 8.5k | 112.47 |
| 2020-06-30 | $595k | 5.5k | 108.18 |
| 2020-03-31 | $529k | 5.5k | 96.18 |