iShares S&P 500 Value Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 2.5k | 206.51 |
| 2025-06-30 | $502k | 2.6k | 195.42 |
| 2025-03-31 | $459k | 2.6k | 179.47 |
| 2024-12-31 | $490k | 2.5k | 196.52 |
| 2024-09-30 | $494k | 2.5k | 197.17 |
| 2024-06-30 | $474k | 2.6k | 182.01 |
| 2024-03-31 | $447k | 2.4k | 186.81 |
| 2023-12-31 | $410k | 2.4k | 173.89 |
| 2023-09-30 | $363k | 2.4k | 153.84 |
| 2023-06-30 | $380k | 2.4k | 161.19 |
| 2023-03-31 | $352k | 2.3k | 151.76 |
| 2022-12-31 | $351k | 2.4k | 145.07 |
| 2021-12-31 | $5.0k | 32 | 156.25 |
More positions owned by Confluence Wealth Services
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