iShares S&P 500 Value Index shares owned by Foguth Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Foguth Wealth Management
from 13F filings
Historical chart of Foguth Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Foguth Wealth Management 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 Foguth Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $422k | 2.0k | 212.78 |
| 2025-03-31 | $206k | 1.1k | 190.63 |
| 2024-12-31 | $588k | 3.0k | 196.15 |
| 2024-09-30 | $676k | 3.5k | 195.56 |
| 2024-06-30 | $711k | 3.9k | 182.00 |
| 2024-03-31 | $904k | 4.8k | 186.82 |