iShares S&P 500 Value Index shares owned by Camarda Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Camarda Wealth Advisory
from 13F filings
Historical chart of Camarda Wealth Advisory investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Camarda Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 65k | 173.89 |
| 2023-09-30 | $8.2M | 53k | 153.84 |
| 2023-06-30 | $8.5M | 53k | 161.19 |
| 2022-03-31 | $7.0M | 45k | 155.73 |
| 2019-06-30 | $23k | 200 | 115.00 |
| 2019-03-31 | $23k | 200 | 115.00 |
| 2018-12-31 | $232k | 2.3k | 101.13 |
| 2018-09-30 | $266k | 2.3k | 115.95 |
| 2018-06-30 | $268k | 2.4k | 110.15 |
| 2018-03-31 | $279k | 2.6k | 109.24 |
| 2017-12-31 | $336k | 2.9k | 114.17 |
| 2017-09-30 | $515k | 4.8k | 107.94 |
| 2017-06-30 | $518k | 4.9k | 105.05 |
| 2017-03-31 | $985k | 9.5k | 104.06 |
| 2016-12-31 | $2.0M | 20k | 101.37 |
| 2016-09-30 | $2.2M | 23k | 94.98 |
| 2016-06-30 | $4.0M | 44k | 92.90 |
| 2016-03-31 | $4.2M | 47k | 89.92 |
| 2015-12-31 | $4.4M | 49k | 88.53 |
| 2015-09-30 | $4.8M | 57k | 84.02 |
| 2015-06-30 | $5.2M | 57k | 92.21 |
| 2015-03-31 | $4.6M | 50k | 92.55 |
| 2014-12-31 | $5.5M | 59k | 93.76 |
| 2014-09-30 | $4.8M | 53k | 90.06 |
| 2014-06-30 | $4.5M | 50k | 90.28 |
| 2014-03-31 | $4.2M | 48k | 86.91 |
| 2013-12-31 | $3.9M | 45k | 85.45 |
| 2013-09-30 | $3.2M | 41k | 78.33 |
| 2013-06-30 | $2.8M | 36k | 75.77 |