iShares S&P 500 Value Index shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell 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 Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $546k | 2.6k | 212.08 |
| 2025-09-30 | $67k | 323 | 206.59 |
| 2025-06-30 | $62k | 317 | 195.49 |
| 2025-03-31 | $60k | 317 | 190.65 |
| 2024-12-31 | $61k | 317 | 190.95 |
| 2024-09-30 | $63k | 317 | 197.24 |
| 2024-06-30 | $58k | 317 | 182.08 |
| 2024-03-31 | $59k | 317 | 186.88 |
| 2023-12-31 | $55k | 317 | 173.96 |
| 2023-09-30 | $49k | 317 | 153.90 |
| 2023-06-30 | $51k | 317 | 161.25 |
| 2023-03-31 | $48k | 317 | 151.82 |
| 2022-12-31 | $49k | 339 | 145.12 |
| 2022-09-30 | $71k | 553 | 128.39 |
| 2022-06-30 | $76k | 553 | 137.43 |
| 2022-03-31 | $86k | 553 | 155.52 |
| 2021-12-31 | $16k | 101 | 158.42 |
More positions owned by Blue Bell Private Wealth Management
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