iShares S&P 500 Value Index shares owned by Bullock Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bullock Wealth Management Group
from 13F filings
Historical chart of Bullock Wealth Management Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Bullock Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $121k | 531 | 228.55 |
| 2026-03-31 | $248k | 1.2k | 211.44 |
| 2025-12-31 | $83k | 390 | 212.22 |
| 2025-09-30 | $80k | 388 | 207.27 |
| 2025-06-30 | $76k | 387 | 197.20 |
| 2025-03-31 | $73k | 385 | 190.42 |
| 2024-12-31 | $86k | 452 | 190.97 |
| 2024-09-30 | $88k | 450 | 196.53 |
| 2024-06-30 | $81k | 447 | 181.11 |
| 2024-03-31 | $83k | 445 | 185.68 |
| 2023-12-31 | $77k | 443 | 173.90 |
| 2023-09-30 | $67k | 439 | 152.76 |
| 2023-06-30 | $71k | 439 | 161.33 |
| 2023-03-31 | $66k | 437 | 151.87 |
More positions owned by Bullock Wealth Management Group
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