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iShares S&P 500 Value Index shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.7M 24k 153.84
2023-06-30 $3.9M 24k 161.19
2023-03-31 $3.8M 25k 151.76
2022-12-31 $3.6M 25k 145.07
2022-09-30 $3.6M 28k 128.51
2022-06-30 $4.7M 34k 137.45
2022-03-31 $2.2M 14k 155.72
2021-12-31 $1.5M 9.3k 156.66
2021-09-30 $1.6M 11k 145.46
2021-06-30 $1.2M 8.1k 147.70
2021-03-31 $1.3M 8.9k 141.23
2020-12-31 $1.2M 9.1k 128.02
2020-09-30 $1.1M 10k 112.46
2020-06-30 $1.2M 11k 108.17
2020-03-31 $908k 9.4k 96.29
2019-12-31 $1.7M 13k 130.06
2019-09-30 $1.2M 9.9k 119.18
2019-06-30 $1.1M 9.6k 110.04
2019-03-31 $1.2M 10k 112.69
2018-12-31 $923k 9.1k 101.11
2018-09-30 $970k 8.3k 116.27
2018-06-30 $973k 8.8k 110.01
2018-03-31 $997k 9.3k 107.01
2017-12-31 $1.2M 10k 116.56