iShares S&P 500 Value Index shares owned by Goss Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss 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 Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145M | 704k | 206.51 |
| 2025-06-30 | $139M | 711k | 195.42 |
| 2025-03-31 | $140M | 734k | 190.58 |
| 2024-12-31 | $92M | 483k | 190.88 |
| 2024-09-30 | $67M | 341k | 197.17 |
| 2024-06-30 | $56M | 305k | 182.01 |
| 2024-03-31 | $47M | 250k | 186.81 |
| 2023-09-30 | $5.7M | 37k | 153.84 |
| 2023-06-30 | $6.0M | 37k | 161.19 |
| 2023-03-31 | $5.9M | 39k | 150.51 |
| 2022-12-31 | $2.1M | 22k | 94.88 |
| 2022-09-30 | $2.9M | 23k | 128.53 |
| 2022-06-30 | $3.1M | 22k | 137.48 |
| 2022-03-31 | $3.6M | 23k | 155.74 |
| 2021-12-31 | $3.3M | 21k | 156.60 |
| 2021-09-30 | $799k | 5.5k | 145.35 |
| 2021-06-30 | $776k | 5.3k | 147.56 |
| 2021-03-31 | $452k | 3.2k | 141.38 |
| 2020-12-31 | $411k | 3.2k | 127.88 |
| 2020-09-30 | $1.0M | 9.2k | 112.44 |
| 2020-06-30 | $1.1M | 9.8k | 108.12 |
| 2020-03-31 | $1.1M | 12k | 96.29 |
| 2019-12-31 | $1.6M | 13k | 130.04 |
| 2019-09-30 | $1.5M | 12k | 119.80 |
| 2019-06-30 | $544k | 4.7k | 116.46 |
| 2019-03-31 | $3.8M | 73k | 52.61 |
| 2018-12-31 | $2.4M | 23k | 101.14 |
| 2018-09-30 | $1.7M | 14k | 115.84 |
| 2018-06-30 | $1.3M | 12k | 110.01 |
| 2018-03-31 | $1.2M | 12k | 107.01 |
| 2017-12-31 | $1.4M | 12k | 116.46 |
| 2017-09-30 | $1.3M | 12k | 108.80 |
| 2017-06-30 | $597k | 5.7k | 104.89 |
| 2016-09-30 | $204k | 2.2k | 94.88 |