iShares S&P 500 Value Index shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Corepath Wealth Partners 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 Corepath Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $770k | 4.4k | 173.78 |
| 2023-09-30 | $656k | 4.3k | 153.40 |
| 2023-06-30 | $635k | 3.9k | 163.88 |
| 2023-03-31 | $722k | 4.7k | 153.02 |
| 2022-12-31 | $561k | 3.8k | 149.35 |
| 2022-09-30 | $499k | 3.7k | 133.39 |
| 2022-06-30 | $506k | 3.7k | 135.95 |
| 2022-03-31 | $562k | 3.7k | 152.97 |
| 2021-12-31 | $615k | 3.9k | 157.73 |
| 2021-09-30 | $564k | 3.8k | 147.84 |
| 2021-06-30 | $573k | 3.8k | 150.20 |
| 2021-03-31 | $549k | 3.8k | 143.91 |
| 2020-12-31 | $487k | 3.8k | 128.33 |