iShares S&P 500 Value Index shares owned by Connectus Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Connectus 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 Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 7.9k | 186.82 |
| 2023-12-31 | $1.5M | 8.9k | 173.91 |
| 2023-09-30 | $458k | 3.0k | 153.89 |
| 2023-06-30 | $457k | 2.8k | 161.24 |
| 2023-03-31 | $416k | 2.7k | 151.77 |
| 2022-12-31 | $397k | 2.7k | 145.08 |
| 2022-09-30 | $352k | 2.7k | 128.66 |
| 2022-06-30 | $386k | 2.8k | 137.32 |
| 2022-03-31 | $440k | 2.8k | 156.75 |