iShares S&P 500 Value Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 11k | 197.16 |
| 2024-06-30 | $2.0M | 11k | 182.01 |
| 2024-03-31 | $1.5M | 8.2k | 186.80 |
| 2023-12-31 | $1.2M | 6.9k | 173.89 |
| 2023-09-30 | $957k | 6.3k | 151.04 |
| 2023-06-30 | $1.1M | 6.9k | 161.20 |
| 2023-03-31 | $1.1M | 7.5k | 151.77 |
| 2022-12-31 | $994k | 6.9k | 145.06 |
| 2022-09-30 | $871k | 6.8k | 128.58 |
| 2022-06-30 | $930k | 6.8k | 137.51 |
| 2022-03-31 | $1.0M | 6.7k | 155.75 |
| 2021-12-31 | $1.1M | 6.7k | 156.60 |
| 2021-09-30 | $991k | 6.8k | 145.39 |
| 2021-06-30 | $1.0M | 6.8k | 147.67 |
| 2021-03-31 | $953k | 6.7k | 141.23 |
| 2020-12-31 | $860k | 6.7k | 128.05 |
| 2020-09-30 | $751k | 6.7k | 112.49 |
| 2020-06-30 | $717k | 6.6k | 108.16 |
| 2020-03-31 | $634k | 6.6k | 96.18 |
| 2019-12-31 | $697k | 5.4k | 129.99 |
More positions owned by Carolinas Wealth Consulting
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