iShares S&P 500 Value Index shares owned by CI Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by CI Private Wealth 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 CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 47k | 206.52 |
| 2025-06-30 | $11M | 55k | 195.41 |
| 2025-03-31 | $42M | 220k | 190.57 |
| 2024-12-31 | $9.2M | 105k | 87.77 |
| 2024-09-30 | $32M | 163k | 196.75 |
| 2024-06-30 | $7.6M | 42k | 181.99 |
| 2024-03-31 | $7.1M | 38k | 186.81 |
| 2023-12-31 | $6.0M | 35k | 173.89 |
| 2023-09-30 | $48M | 379k | 125.76 |
| 2023-06-30 | $3.8M | 24k | 161.20 |
| 2023-03-31 | $4.1M | 27k | 151.76 |
| 2022-12-31 | $3.0M | 21k | 145.07 |