iShares S&P 500 Value Index shares owned by GDS Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by GDS Wealth Management
from 13F filings
Historical chart of GDS 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 GDS 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 GDS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 2.6k | 206.51 |
| 2025-06-30 | $496k | 2.5k | 195.42 |
| 2025-03-31 | $446k | 2.3k | 190.58 |
| 2024-12-31 | $393k | 2.1k | 190.88 |
| 2024-09-30 | $348k | 1.8k | 197.17 |
| 2024-06-30 | $311k | 1.7k | 182.01 |
| 2024-03-31 | $330k | 1.8k | 186.81 |
| 2023-12-31 | $334k | 1.9k | 173.89 |
| 2023-09-30 | $310k | 2.0k | 153.84 |
| 2023-06-30 | $333k | 2.1k | 161.19 |
| 2023-03-31 | $329k | 2.2k | 151.76 |
| 2022-12-31 | $306k | 2.1k | 145.07 |
| 2022-09-30 | $277k | 2.2k | 128.66 |
| 2022-06-30 | $288k | 2.1k | 137.54 |
| 2022-03-31 | $499k | 3.2k | 155.55 |
| 2021-12-31 | $296k | 1.9k | 156.53 |