iShares S&P 500 Value Index shares owned by Enzi Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Enzi Wealth
from 13F filings
Historical chart of Enzi Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Enzi Wealth 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 Enzi Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $417k | 2.1k | 199.79 |
| 2024-06-30 | $379k | 2.1k | 181.59 |
| 2024-03-31 | $376k | 2.1k | 177.58 |
| 2023-12-31 | $367k | 2.1k | 174.27 |
| 2023-09-30 | $330k | 2.2k | 153.40 |
| 2023-06-30 | $354k | 2.2k | 164.56 |
| 2023-03-31 | $373k | 2.4k | 153.54 |
| 2022-12-31 | $437k | 2.9k | 152.61 |
| 2022-09-30 | $423k | 2.9k | 147.80 |