iShares S&P 500 Value Index shares owned by GW & Wade
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by GW & Wade 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 GW & Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 116k | 173.89 |
| 2023-09-30 | $17M | 112k | 153.84 |
| 2023-06-30 | $18M | 108k | 161.19 |
| 2023-03-31 | $16M | 104k | 151.76 |
| 2022-12-31 | $14M | 99k | 145.07 |
| 2022-09-30 | $9.3M | 73k | 128.52 |
| 2022-06-30 | $9.5M | 69k | 137.46 |
| 2022-03-31 | $9.9M | 64k | 155.72 |
| 2021-12-31 | $10M | 64k | 156.64 |
| 2021-09-30 | $12M | 81k | 145.42 |
| 2021-06-30 | $11M | 77k | 147.63 |
| 2021-03-31 | $11M | 77k | 141.23 |
| 2020-12-31 | $4.0M | 31k | 128.02 |