iShares S&P 500 Value Index shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 1.3k | 206.51 |
| 2025-06-30 | $340k | 1.7k | 195.42 |
| 2025-03-31 | $346k | 1.8k | 190.58 |
| 2024-12-31 | $347k | 1.8k | 190.88 |
| 2024-09-30 | $358k | 1.8k | 197.17 |
| 2024-06-30 | $317k | 1.7k | 182.01 |
| 2024-03-31 | $325k | 1.7k | 186.81 |
| 2023-12-31 | $294k | 1.7k | 173.89 |
| 2023-09-30 | $212k | 1.4k | 154.49 |
| 2023-06-30 | $221k | 1.4k | 161.19 |
| 2023-03-31 | $208k | 1.4k | 151.76 |
| 2022-12-31 | $155k | 1.1k | 145.07 |
| 2022-09-30 | $137k | 1.1k | 128.28 |
| 2022-06-30 | $71k | 518 | 137.07 |
| 2022-03-31 | $81k | 518 | 156.37 |
| 2021-12-31 | $81k | 518 | 156.37 |
| 2021-09-30 | $75k | 518 | 144.79 |
| 2021-06-30 | $76k | 518 | 146.72 |