iShares S&P 500 Value Index shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by IAG Wealth Partners 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73k | 352 | 206.51 |
| 2025-06-30 | $82k | 417 | 195.42 |
| 2025-03-31 | $80k | 417 | 190.58 |
| 2024-12-31 | $94k | 492 | 190.88 |
| 2024-09-30 | $69k | 350 | 197.17 |
| 2024-06-30 | $64k | 350 | 182.01 |
| 2024-03-31 | $65k | 350 | 186.81 |
| 2023-12-31 | $61k | 350 | 173.89 |