iShares S&P 500 Value Index shares owned by EPG Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG 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 EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 11k | 186.81 |
| 2023-12-31 | $2.0M | 12k | 174.28 |
| 2023-09-30 | $1.8M | 12k | 153.85 |
| 2023-06-30 | $1.9M | 12k | 161.18 |
| 2023-03-31 | $1.8M | 12k | 151.75 |
| 2022-12-31 | $1.7M | 12k | 145.08 |
| 2022-09-30 | $1.5M | 12k | 128.56 |
| 2022-06-30 | $1.6M | 12k | 137.49 |
| 2022-03-31 | $1.8M | 12k | 155.71 |
| 2021-12-31 | $1.1M | 7.2k | 156.67 |
| 2021-09-30 | $1.0M | 6.9k | 145.40 |
| 2021-06-30 | $1.0M | 6.9k | 147.70 |
| 2021-03-31 | $1.0M | 7.1k | 141.30 |
| 2020-12-31 | $913k | 7.1k | 128.09 |
| 2020-09-30 | $748k | 6.7k | 112.45 |
| 2020-06-30 | $741k | 6.8k | 108.24 |
| 2020-03-31 | $678k | 7.0k | 96.26 |
| 2019-12-31 | $821k | 6.3k | 130.09 |