iShares S&P 500 Value Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut 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 Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Connecticut Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 6.2k | 186.81 |
2023-12-31 | $1.5M | 8.9k | 173.89 |
2023-09-30 | $1.3M | 8.2k | 153.84 |
2023-06-30 | $1.3M | 7.8k | 161.19 |
2023-03-31 | $1.2M | 7.9k | 151.76 |
2022-12-31 | $1.0M | 7.0k | 145.07 |
2022-09-30 | $891k | 6.9k | 128.59 |
2022-06-30 | $1.1M | 7.8k | 137.40 |
2022-03-31 | $1.1M | 6.9k | 155.73 |
2021-12-31 | $1.1M | 6.7k | 156.64 |
2021-09-30 | $977k | 6.7k | 145.39 |
2021-06-30 | $989k | 6.7k | 147.59 |
2020-12-31 | $983k | 7.7k | 128.08 |
2020-09-30 | $1.0M | 8.9k | 112.44 |
2020-06-30 | $975k | 9.0k | 108.24 |
2020-03-31 | $1.1M | 12k | 96.22 |
2019-12-31 | $1.4M | 11k | 130.13 |
2019-09-30 | $1.2M | 10k | 119.18 |
2019-06-30 | $1.1M | 9.7k | 116.56 |
2019-03-31 | $1.0M | 9.0k | 112.70 |
2018-12-31 | $1.4M | 14k | 101.16 |
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