iShares S&P 500 Value Index shares owned by Discipline Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Discipline Wealth Solutions
from 13F filings
Historical chart of Discipline Wealth Solutions investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Discipline Wealth Solutions 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 Discipline Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 206.51 |
| 2025-06-30 | $1.4M | 7.2k | 195.43 |
| 2025-03-31 | $668k | 3.5k | 190.56 |
| 2024-12-31 | $798k | 4.2k | 190.87 |
| 2024-09-30 | $894k | 4.5k | 197.17 |
| 2024-06-30 | $426k | 2.3k | 182.02 |
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