iShares S&P 500 Value Index shares owned by Catamount Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Catamount Wealth Management
from 13F filings
Historical chart of Catamount 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 Catamount Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-03-31 | $22k | 194 | 113.40 |
| 2018-12-31 | $21k | 194 | 108.25 |
| 2018-09-30 | $22k | 194 | 113.40 |
| 2018-06-30 | $22k | 194 | 113.40 |
| 2018-03-31 | $21k | 194 | 108.25 |
| 2017-12-31 | $22k | 194 | 113.40 |
| 2017-09-30 | $21k | 194 | 108.25 |
| 2017-06-30 | $20k | 194 | 103.09 |
| 2017-03-31 | $20k | 194 | 103.09 |
| 2016-12-31 | $20k | 194 | 103.09 |
| 2016-09-30 | $18k | 194 | 92.78 |
| 2015-09-30 | $3.0k | 34 | 88.24 |
| 2015-06-30 | $3.0k | 34 | 88.24 |
| 2015-03-31 | $3.0k | 34 | 88.24 |
| 2014-12-31 | $3.0k | 34 | 88.24 |
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