iShares S&P 500 Value Index shares owned by Fairway Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fairway Wealth
from 13F filings
Historical chart of Fairway 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 Fairway 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 Fairway Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $289k | 1.4k | 212.07 |
| 2025-09-30 | $281k | 1.4k | 206.51 |
| 2025-06-30 | $266k | 1.4k | 195.42 |
| 2025-03-31 | $270k | 1.4k | 190.58 |
| 2024-12-31 | $305k | 1.6k | 190.88 |
| 2024-09-30 | $316k | 1.6k | 197.17 |
| 2024-06-30 | $291k | 1.6k | 182.01 |
| 2024-03-31 | $299k | 1.6k | 186.81 |