iShares S&P 500 Value Index shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Evergreen Private 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 Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 3.1k | 206.51 |
| 2025-06-30 | $561k | 2.9k | 195.42 |
| 2025-03-31 | $578k | 3.0k | 190.58 |
| 2024-12-31 | $598k | 3.1k | 190.88 |
| 2024-09-30 | $600k | 3.0k | 197.17 |
| 2024-03-31 | $544k | 2.9k | 186.81 |
| 2023-12-31 | $514k | 3.0k | 173.88 |