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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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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
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