iShares S&P 500 Value Index shares owned by Gilliland Jeter Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gilliland Jeter Wealth Management
from 13F filings
Historical chart of Gilliland Jeter Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Gilliland Jeter Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $737k | 3.6k | 206.50 |
| 2025-06-30 | $557k | 2.8k | 195.44 |
| 2025-03-31 | $416k | 2.2k | 190.55 |
| 2024-12-31 | $297k | 1.6k | 190.88 |
| 2024-09-30 | $217k | 1.1k | 197.17 |
| 2024-06-30 | $164k | 900 | 182.01 |
| 2024-03-31 | $163k | 872 | 186.81 |
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