iShares S&P 500 Value Index shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse 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 Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7k | 20 | 186.80 |
| 2023-12-31 | $4.0k | 23 | 174.22 |
| 2023-09-30 | $3.1k | 20 | 153.85 |
| 2023-06-30 | $3.2k | 20 | 161.20 |
| 2023-03-31 | $3.0k | 20 | 151.75 |
| 2022-12-31 | $3.0k | 20 | 150.00 |
| 2022-09-30 | $3.0k | 20 | 150.00 |
| 2022-06-30 | $3.0k | 20 | 150.00 |
| 2022-03-31 | $3.0k | 20 | 150.00 |
| 2021-12-31 | $3.0k | 20 | 150.00 |
| 2021-09-30 | $3.0k | 20 | 150.00 |
| 2021-06-30 | $3.0k | 20 | 150.00 |
More positions owned by Iron Horse Wealth Management
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