iShares S&P 500 Value Index shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Clientfirst Wealth Management 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 Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $776k | 4.1k | 190.88 |
| 2023-09-30 | $638k | 4.1k | 156.98 |
| 2023-06-30 | $666k | 4.1k | 163.78 |
| 2023-03-31 | $614k | 4.1k | 151.11 |
| 2022-12-31 | $590k | 4.1k | 145.07 |
| 2022-09-30 | $599k | 4.1k | 147.32 |
| 2022-06-30 | $559k | 4.1k | 137.48 |
| 2022-03-31 | $633k | 4.1k | 155.68 |
| 2021-12-31 | $637k | 4.1k | 156.67 |
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