iShares S&P 500 Value Index shares owned by Element Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Element Wealth
from 13F filings
Historical chart of Element Wealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Element Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 2.0k | 206.53 |
| 2025-06-30 | $499k | 2.6k | 195.40 |
| 2025-03-31 | $440k | 2.3k | 190.62 |
| 2024-12-31 | $437k | 2.3k | 190.88 |
| 2024-09-30 | $409k | 2.1k | 197.17 |
| 2024-06-30 | $410k | 2.3k | 182.01 |
| 2024-03-31 | $435k | 2.3k | 186.81 |
| 2023-12-31 | $379k | 2.2k | 173.89 |
| 2023-09-30 | $351k | 2.3k | 153.84 |
| 2023-06-30 | $348k | 2.2k | 161.19 |
| 2023-03-31 | $318k | 2.1k | 151.76 |
| 2022-12-31 | $304k | 2.1k | 145.07 |
| 2022-09-30 | $253k | 2.0k | 128.56 |
| 2022-06-30 | $77k | 561 | 137.25 |
| 2022-03-31 | $87k | 561 | 155.08 |
| 2021-12-31 | $110k | 701 | 156.92 |
| 2021-09-30 | $108k | 741 | 145.75 |
| 2021-06-30 | $109k | 741 | 147.10 |
| 2021-03-31 | $105k | 741 | 141.70 |
| 2020-12-31 | $95k | 741 | 128.21 |
| 2020-09-30 | $89k | 791 | 112.52 |
| 2020-06-30 | $161k | 1.5k | 108.05 |
| 2020-03-31 | $143k | 1.5k | 95.97 |
| 2019-12-31 | $194k | 1.5k | 130.20 |