iShares S&P 500 Value Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Cypress Wealth Services 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 Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 60k | 206.51 |
| 2025-06-30 | $12M | 59k | 195.42 |
| 2025-03-31 | $12M | 62k | 190.58 |
| 2024-12-31 | $8.0M | 42k | 190.88 |
| 2024-09-30 | $7.9M | 40k | 197.17 |
| 2024-06-30 | $7.2M | 40k | 182.01 |
| 2024-03-31 | $6.7M | 36k | 186.81 |
| 2022-09-30 | $224k | 1.7k | 131.15 |
| 2022-06-30 | $209k | 1.5k | 137.41 |
| 2022-03-31 | $235k | 1.5k | 155.73 |
| 2019-12-31 | $522k | 4.0k | 130.14 |
| 2019-09-30 | $453k | 3.8k | 119.02 |
| 2019-06-30 | $444k | 3.8k | 116.66 |
| 2019-03-31 | $392k | 3.5k | 112.74 |
| 2018-12-31 | $311k | 3.1k | 101.17 |