iShares S&P 500 Value Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by GeoWealth 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 GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 21k | 206.51 |
| 2025-06-30 | $2.0M | 10k | 195.42 |
| 2025-03-31 | $1.7M | 8.9k | 190.58 |
| 2024-12-31 | $1.5M | 7.8k | 190.89 |
| 2024-09-30 | $311k | 1.6k | 197.25 |
| 2024-06-30 | $231k | 1.3k | 182.00 |
| 2024-03-31 | $237k | 1.3k | 186.87 |
| 2022-06-30 | $651k | 4.7k | 137.25 |
| 2022-03-31 | $756k | 4.9k | 155.59 |
| 2021-12-31 | $773k | 4.9k | 156.54 |
| 2021-09-30 | $734k | 5.1k | 145.15 |
| 2021-06-30 | $754k | 5.1k | 147.58 |
| 2021-03-31 | $711k | 5.0k | 141.21 |
| 2020-12-31 | $657k | 5.1k | 128.15 |
| 2019-12-31 | $260k | 2.0k | 130.00 |
| 2019-09-30 | $256k | 2.2k | 118.79 |
| 2019-06-30 | $233k | 2.0k | 116.50 |