iShares S&P 500 Value Index shares owned by BKM Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by BKM Wealth Management 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 BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 64k | 206.51 |
| 2025-06-30 | $12M | 63k | 195.42 |
| 2025-03-31 | $12M | 64k | 190.58 |
| 2024-12-31 | $12M | 64k | 190.88 |
| 2024-09-30 | $13M | 65k | 197.17 |
| 2024-06-30 | $12M | 66k | 182.01 |
| 2024-03-31 | $12M | 64k | 186.81 |
| 2023-12-31 | $11M | 62k | 173.89 |