iShares S&P 500 Value Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 1.1k | 211.41 |
| 2025-06-30 | $217k | 1.1k | 198.42 |
| 2024-12-31 | $214k | 1.1k | 196.47 |
| 2024-09-30 | $212k | 1.1k | 194.47 |
| 2024-06-30 | $208k | 1.1k | 190.29 |
More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management
View all positions for Carlton, Hoffferkamp & Jenks Wealth Management