iShares S&P 500 Value Index shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors 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 FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $972k | 4.6k | 212.06 |
| 2025-09-30 | $947k | 4.6k | 206.50 |
| 2025-06-30 | $904k | 4.6k | 197.19 |
| 2025-03-31 | $852k | 4.5k | 190.57 |
| 2024-12-31 | $862k | 4.5k | 192.81 |
| 2024-09-30 | $882k | 4.5k | 197.16 |
| 2024-06-30 | $814k | 4.5k | 181.99 |
| 2024-03-31 | $835k | 4.5k | 186.83 |
| 2023-12-31 | $778k | 4.5k | 173.90 |
| 2023-09-30 | $688k | 4.5k | 153.84 |
| 2023-06-30 | $726k | 4.5k | 162.35 |
| 2023-03-31 | $674k | 4.4k | 151.76 |
| 2022-12-31 | $644k | 4.4k | 145.07 |
| 2022-09-30 | $571k | 4.4k | 128.60 |
| 2022-06-30 | $396k | 2.7k | 144.95 |