iShares S&P 500 Value Index shares owned by CIC Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CIC Wealth
from 13F filings
Historical chart of CIC Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by CIC 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 CIC Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $308k | 1.6k | 197.12 |
| 2024-06-30 | $284k | 1.6k | 181.96 |
| 2024-03-31 | $290k | 1.6k | 186.87 |
| 2023-12-31 | $269k | 1.5k | 173.85 |
| 2023-09-30 | $236k | 1.5k | 153.81 |
| 2023-06-30 | $247k | 1.5k | 161.16 |
| 2023-03-31 | $232k | 1.5k | 151.80 |
| 2022-12-31 | $221k | 1.5k | 145.02 |