iShares S&P 500 Value Index shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Gen-Wealth Partners 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 Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 32k | 206.51 |
| 2025-06-30 | $5.6M | 29k | 195.42 |
| 2025-03-31 | $5.2M | 27k | 190.58 |
| 2024-12-31 | $3.1M | 16k | 190.89 |
| 2024-09-30 | $3.1M | 16k | 195.89 |
| 2024-06-30 | $2.7M | 15k | 182.01 |
| 2024-03-31 | $2.7M | 14k | 186.81 |