iShares S&P 500 Value Index shares owned by Horst & Graben Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Horst & Graben Wealth Management
from 13F filings
Historical chart of Horst & Graben 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 Horst & Graben Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 106k | 206.51 |
| 2025-06-30 | $20M | 102k | 195.42 |
| 2025-03-31 | $18M | 95k | 190.58 |
| 2024-12-31 | $14M | 71k | 190.88 |
| 2024-09-30 | $14M | 69k | 197.17 |
| 2024-06-30 | $12M | 68k | 182.01 |
| 2024-03-31 | $13M | 67k | 186.81 |
More positions owned by Horst & Graben Wealth Management
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