iShares S&P 500 Value Index shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $64k | 585 | 109.40 |
| 2017-12-31 | $72k | 631 | 114.10 |
| 2017-09-30 | $75k | 696 | 107.76 |
| 2017-06-30 | $80k | 764 | 104.71 |
| 2017-03-31 | $110k | 1.1k | 103.68 |
| 2016-12-31 | $113k | 1.1k | 101.35 |
| 2016-09-30 | $113k | 1.2k | 94.40 |
| 2016-06-30 | $119k | 1.3k | 92.32 |
| 2016-03-31 | $129k | 1.4k | 89.65 |
| 2015-12-31 | $146k | 1.7k | 88.32 |