iShares S&P 500 Value Index shares owned by C2C Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by C2C Wealth Management
from 13F filings
Historical chart of C2C 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 C2C Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $697k | 3.4k | 206.51 |
| 2025-06-30 | $660k | 3.4k | 195.42 |
| 2025-03-31 | $639k | 3.4k | 190.58 |
| 2024-12-31 | $635k | 3.3k | 190.88 |
| 2024-09-30 | $647k | 3.3k | 194.64 |
| 2024-06-30 | $605k | 3.3k | 182.01 |
| 2024-03-31 | $621k | 3.3k | 186.81 |
| 2023-09-30 | $528k | 3.5k | 152.22 |
| 2023-06-30 | $569k | 3.5k | 164.26 |
| 2023-03-31 | $524k | 3.5k | 151.08 |
| 2022-12-31 | $517k | 3.5k | 149.16 |
| 2022-09-30 | $471k | 3.5k | 135.89 |
| 2022-06-30 | $488k | 3.5k | 140.80 |
| 2022-03-31 | $540k | 3.4k | 158.54 |
| 2021-12-31 | $533k | 3.4k | 156.49 |