iShares S&P 500 Value Index shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners 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 Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 37k | 206.51 |
| 2025-06-30 | $7.1M | 37k | 195.42 |
| 2025-03-31 | $6.9M | 36k | 190.58 |
| 2024-12-31 | $7.0M | 36k | 190.88 |
| 2024-09-30 | $7.2M | 36k | 197.17 |
| 2024-03-31 | $347k | 1.9k | 186.81 |
| 2023-12-31 | $341k | 2.0k | 173.92 |
| 2023-09-30 | $316k | 2.1k | 153.86 |
| 2023-06-30 | $429k | 2.7k | 161.20 |
| 2023-03-31 | $510k | 3.4k | 151.78 |
| 2022-12-31 | $227k | 1.6k | 145.05 |