iShares S&P 500 Value Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $34k | 182 | 186.81 |
| 2024-09-30 | $35k | 181 | 193.37 |
| 2024-06-30 | $32k | 180 | 177.78 |
| 2024-03-31 | $44k | 235 | 187.23 |
| 2023-12-31 | $41k | 234 | 175.21 |
| 2023-09-30 | $35k | 232 | 150.86 |
| 2023-06-30 | $37k | 232 | 159.48 |
| 2023-03-31 | $33k | 231 | 142.86 |
| 2022-12-31 | $29k | 230 | 126.09 |
| 2022-09-30 | $30k | 230 | 130.43 |
| 2022-06-30 | $32k | 229 | 139.74 |
| 2022-03-31 | $36k | 229 | 157.21 |
| 2021-12-31 | $36k | 228 | 157.89 |
| 2021-09-30 | $33k | 227 | 145.37 |
| 2021-06-30 | $33k | 226 | 146.02 |
| 2021-03-31 | $32k | 226 | 141.59 |
| 2020-12-31 | $10k | 77 | 129.87 |
| 2020-09-30 | $9.0k | 77 | 116.88 |
| 2020-06-30 | $2.0k | 22 | 90.91 |
| 2020-03-31 | $2.0k | 22 | 90.91 |
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