iShares S&P 500 Value Index shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Evoke 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 Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 245k | 206.51 |
| 2025-06-30 | $48M | 247k | 195.42 |
| 2025-03-31 | $46M | 242k | 190.58 |
| 2024-12-31 | $45M | 235k | 190.88 |
| 2024-09-30 | $45M | 227k | 197.17 |
| 2024-03-31 | $42M | 224k | 186.81 |
| 2023-12-31 | $38M | 219k | 173.89 |
| 2023-09-30 | $34M | 219k | 154.68 |
| 2023-06-30 | $27M | 168k | 161.19 |
| 2023-03-31 | $26M | 169k | 151.76 |
| 2022-12-31 | $29M | 202k | 145.07 |
| 2022-09-30 | $26M | 201k | 128.52 |
| 2022-06-30 | $28M | 202k | 137.46 |
| 2022-03-31 | $32M | 202k | 155.72 |
| 2021-12-31 | $29M | 182k | 156.63 |
| 2021-09-30 | $863k | 5.9k | 145.38 |
| 2021-06-30 | $877k | 5.9k | 147.72 |
| 2021-03-31 | $773k | 5.5k | 141.29 |
| 2020-12-31 | $752k | 5.9k | 128.11 |
| 2020-09-30 | $660k | 5.9k | 112.44 |
| 2020-06-30 | $635k | 5.9k | 108.18 |
| 2020-03-31 | $731k | 7.6k | 96.25 |
| 2019-09-30 | $904k | 7.6k | 119.15 |