iShares S&P 500 Value Index shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $381k | 2.0k | 190.88 |
| 2024-09-30 | $441k | 2.2k | 197.17 |
| 2024-06-30 | $407k | 2.2k | 182.01 |
| 2024-03-31 | $418k | 2.2k | 186.81 |
| 2023-12-31 | $377k | 2.2k | 173.87 |
| 2023-09-30 | $333k | 2.2k | 153.83 |
| 2023-06-30 | $349k | 2.2k | 161.18 |
| 2023-03-31 | $329k | 2.2k | 151.75 |
| 2022-12-31 | $314k | 2.2k | 145.06 |
| 2021-12-31 | $75k | 479 | 156.58 |
More positions owned by Cassady Schiller Wealth Management
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