iShares S&P 500 Value Index shares owned by GSB Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by GSB Wealth Management
from 13F filings
Historical chart of GSB 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 GSB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 13k | 206.52 |
| 2025-06-30 | $2.6M | 13k | 195.41 |
| 2025-03-31 | $2.4M | 13k | 190.59 |
| 2024-12-31 | $2.4M | 13k | 190.89 |
| 2024-09-30 | $2.4M | 12k | 197.18 |
| 2024-06-30 | $2.3M | 13k | 182.02 |
| 2024-03-31 | $2.3M | 13k | 186.81 |
| 2023-09-30 | $1.7M | 11k | 153.85 |
| 2023-06-30 | $1.7M | 10k | 161.20 |
| 2023-03-31 | $1.6M | 11k | 151.76 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.3M | 10k | 128.56 |
| 2022-06-30 | $1.3M | 9.8k | 137.50 |
| 2022-03-31 | $1.4M | 9.1k | 155.75 |
| 2021-12-31 | $1.2M | 7.5k | 156.66 |
| 2021-06-30 | $816k | 5.5k | 147.59 |
| 2021-03-31 | $611k | 4.3k | 141.30 |
| 2019-12-31 | $69k | 526 | 130.70 |
| 2019-09-30 | $63k | 524 | 119.27 |