iShares S&P 500 Value Index shares owned by Fullcircle Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fullcircle Wealth
from 13F filings
Historical chart of Fullcircle 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 Fullcircle 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 Fullcircle Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 16k | 207.86 |
| 2025-06-30 | $2.8M | 14k | 196.42 |
| 2025-03-31 | $2.0M | 11k | 182.50 |
| 2024-12-31 | $1.7M | 8.7k | 197.04 |
| 2024-09-30 | $1.5M | 7.8k | 197.31 |
| 2024-06-30 | $1.4M | 7.5k | 186.63 |