iShares S&P 500 Value Index shares owned by Instrumental Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Instrumental Wealth 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 Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 66k | 208.33 |
| 2025-06-30 | $12M | 63k | 195.88 |
| 2025-03-31 | $11M | 61k | 181.84 |
| 2024-12-31 | $12M | 59k | 196.39 |
| 2024-09-30 | $11M | 54k | 199.79 |
| 2024-06-30 | $9.8M | 52k | 187.03 |
| 2024-03-31 | $8.9M | 49k | 182.12 |
| 2023-12-31 | $10M | 58k | 172.95 |
| 2023-09-30 | $9.0M | 58k | 155.57 |
| 2023-06-30 | $9.2M | 56k | 163.51 |
| 2023-03-31 | $8.3M | 55k | 150.98 |