iShares S&P 500 Value Index shares owned by Greenup Street Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Greenup Street Wealth Management
from 13F filings
Historical chart of Greenup Street 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 Greenup Street Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Greenup Street Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $30M | 159k | 190.88 |
| 2024-09-30 | $21M | 106k | 197.17 |
| 2024-06-30 | $16M | 86k | 182.01 |
| 2024-03-31 | $21M | 114k | 186.81 |
| 2023-12-31 | $29M | 166k | 173.89 |
| 2023-09-30 | $19M | 126k | 153.84 |
| 2023-06-30 | $19M | 121k | 161.19 |
| 2023-03-31 | $13M | 89k | 151.76 |
| 2022-12-31 | $15M | 101k | 145.07 |
| 2022-09-30 | $13M | 97k | 128.52 |
| 2022-06-30 | $12M | 84k | 137.46 |
| 2022-03-31 | $3.7M | 24k | 155.72 |
| 2021-12-31 | $1.5M | 9.4k | 156.66 |
More positions owned by Greenup Street Wealth Management
View all positions for Greenup Street Wealth Management