iShares S&P 500 Value Index shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT 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 IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 17k | 206.50 |
| 2025-06-30 | $3.2M | 16k | 195.42 |
| 2025-03-31 | $3.4M | 18k | 190.58 |
| 2024-12-31 | $13M | 66k | 190.88 |
| 2024-09-30 | $14M | 69k | 197.13 |
| 2024-06-30 | $7.2M | 40k | 182.01 |
| 2024-03-31 | $7.9M | 42k | 186.81 |
| 2023-12-31 | $1.8M | 10k | 173.89 |
| 2023-09-30 | $1.5M | 10k | 153.84 |
| 2023-06-30 | $1.7M | 11k | 161.19 |
| 2023-03-31 | $1.4M | 9.0k | 151.75 |
| 2022-12-31 | $1.3M | 8.7k | 145.07 |
| 2022-09-30 | $1.2M | 9.5k | 128.51 |
| 2022-06-30 | $1.1M | 8.0k | 137.50 |
| 2022-03-31 | $1.2M | 7.8k | 155.74 |
| 2021-12-31 | $1.2M | 7.9k | 156.66 |
| 2021-09-30 | $1.2M | 7.9k | 145.36 |
| 2021-06-30 | $1.3M | 9.1k | 147.62 |
| 2021-03-31 | $1.3M | 9.1k | 141.28 |
| 2020-12-31 | $1.7M | 14k | 128.00 |
| 2020-09-30 | $1.5M | 14k | 112.44 |
| 2020-06-30 | $1.5M | 14k | 108.20 |
| 2020-03-31 | $2.2M | 23k | 96.25 |
| 2019-12-31 | $4.2M | 32k | 130.09 |
| 2019-09-30 | $3.9M | 33k | 119.13 |
| 2019-06-30 | $3.9M | 33k | 116.57 |
| 2019-03-31 | $3.4M | 30k | 112.73 |
| 2018-12-31 | $1.9M | 18k | 101.14 |
| 2018-09-30 | $1.4M | 13k | 115.81 |
| 2018-06-30 | $1.2M | 11k | 110.12 |
| 2018-03-31 | $894k | 8.3k | 107.09 |
| 2017-12-31 | $478k | 4.1k | 116.53 |
| 2017-09-30 | $230k | 2.1k | 108.70 |
| 2017-06-30 | $1.6M | 2.1k | 733.15 |