iShares S&P 500 Value Index shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 16k | 206.51 |
| 2025-06-30 | $3.0M | 15k | 195.42 |
| 2025-03-31 | $2.5M | 13k | 190.58 |
| 2024-12-31 | $1.9M | 10k | 190.88 |
| 2024-09-30 | $2.0M | 10k | 197.17 |
| 2024-06-30 | $16M | 89k | 182.01 |
| 2024-03-31 | $16M | 86k | 186.81 |
| 2023-12-31 | $14M | 80k | 173.89 |
| 2023-09-30 | $12M | 80k | 153.84 |
| 2023-06-30 | $13M | 79k | 161.19 |
| 2023-03-31 | $12B | 79k | 151760.00 |
| 2022-12-31 | $13M | 83k | 156.45 |
| 2022-03-31 | $12M | 84k | 148.07 |
| 2021-12-31 | $14M | 87k | 154.13 |
| 2021-09-30 | $13M | 86k | 152.77 |
| 2021-06-30 | $12M | 78k | 151.86 |
| 2021-03-31 | $11M | 76k | 147.80 |
| 2020-12-31 | $9.6M | 74k | 131.18 |
| 2020-09-30 | $8.0M | 67k | 120.60 |
| 2020-06-30 | $7.6M | 66k | 115.86 |
| 2020-03-31 | $6.6M | 65k | 101.83 |
| 2019-12-31 | $295k | 2.2k | 131.58 |
| 2019-09-30 | $282k | 2.2k | 125.78 |
| 2019-06-30 | $259k | 2.2k | 115.52 |
| 2019-03-31 | $258k | 2.3k | 113.11 |
| 2018-12-31 | $257k | 2.3k | 112.67 |
| 2018-09-30 | $231k | 2.1k | 108.86 |
| 2017-03-31 | $47k | 451 | 103.47 |
| 2016-09-30 | $161k | 1.7k | 94.14 |
| 2016-06-30 | $318 | 3.4k | 0.09 |
| 2015-12-31 | $140k | 3.2k | 44.31 |
| 2015-06-30 | $97k | 1.1k | 92.21 |
| 2015-03-31 | $95k | 1.1k | 89.82 |