iShares S&P 500 Value Index shares owned by Gray Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gray Wealth Management
from 13F filings
Historical chart of Gray Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Gray 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 Gray Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $388k | 2.0k | 190.88 |
| 2024-09-30 | $394k | 2.0k | 197.17 |
| 2024-06-30 | $364k | 2.0k | 182.01 |
| 2024-03-31 | $374k | 2.0k | 186.81 |
| 2023-12-31 | $348k | 2.0k | 173.89 |
| 2023-09-30 | $308k | 2.0k | 153.84 |
| 2023-06-30 | $322k | 2.0k | 161.19 |
| 2023-03-31 | $304k | 2.0k | 151.76 |
| 2022-12-31 | $290k | 2.0k | 145.07 |
| 2022-09-30 | $257k | 2.0k | 128.50 |