iShares S&P 500 Value Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 48k | 197.17 |
| 2024-06-30 | $8.7M | 48k | 182.01 |
| 2024-03-31 | $8.9M | 48k | 186.78 |
| 2023-12-31 | $8.6M | 50k | 173.90 |
| 2023-09-30 | $7.7M | 50k | 153.84 |
| 2023-06-30 | $7.6M | 47k | 161.19 |
| 2023-03-31 | $7.0M | 46k | 151.76 |
| 2022-12-31 | $6.4M | 44k | 145.07 |
| 2022-09-30 | $5.7M | 45k | 128.51 |
| 2022-06-30 | $7.2M | 52k | 137.46 |
| 2022-03-31 | $7.4M | 48k | 155.72 |
| 2021-12-31 | $6.4M | 41k | 156.64 |
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