iShares S&P 500 Value Index shares owned by Endurance Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Endurance Wealth Management
from 13F filings
Historical chart of Endurance 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 Endurance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.6M | 9.7k | 160.00 |
| 2023-03-31 | $1.5M | 9.6k | 160.00 |
| 2022-12-31 | $1.3M | 9.6k | 140.00 |
| 2022-09-30 | $1.1M | 9.6k | 120.00 |
| 2022-06-30 | $1.4M | 9.7k | 140.00 |
| 2022-03-31 | $1.5M | 9.6k | 160.00 |
| 2021-12-31 | $1.6M | 9.8k | 160.00 |
| 2021-09-30 | $1.3M | 9.6k | 140.00 |
| 2021-06-30 | $1.3M | 9.5k | 140.00 |
| 2021-03-31 | $1.4M | 9.7k | 140.00 |
| 2020-12-31 | $1.2M | 10k | 120.00 |
| 2020-09-30 | $1.4M | 12k | 120.00 |
| 2020-06-30 | $1.2M | 12k | 100.00 |
| 2020-03-31 | $1.6M | 11k | 140.00 |
| 2019-12-31 | $1.6M | 11k | 140.00 |
| 2019-09-30 | $1.1M | 9.3k | 120.00 |
| 2019-06-30 | $837k | 7.2k | 116.59 |
| 2019-03-31 | $423k | 3.7k | 112.83 |
| 2015-12-31 | $9.0k | 100 | 90.00 |
| 2015-09-30 | $9.0k | 100 | 90.00 |
| 2015-06-30 | $9.0k | 100 | 90.00 |
More positions owned by Endurance Wealth Management
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