iShares S&P 500 Value Index shares owned by Iams Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Iams Wealth Management 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 Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 8.5k | 197.17 |
| 2024-06-30 | $1.4M | 7.8k | 182.01 |
| 2024-03-31 | $1.2M | 6.8k | 179.30 |
| 2023-12-31 | $1.2M | 6.9k | 173.89 |
| 2023-09-30 | $929k | 6.0k | 153.84 |
| 2023-06-30 | $1.5M | 9.6k | 159.59 |
| 2023-03-31 | $632k | 4.2k | 149.74 |
| 2022-12-31 | $488k | 3.4k | 145.07 |