iShares S&P 500 Value Index shares owned by Ironwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ironwood Wealth Management
from 13F filings
Historical chart of Ironwood Wealth Management 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 Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Ironwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $19M | 98k | 190.88 |
| 2024-09-30 | $21M | 104k | 197.17 |
| 2024-06-30 | $19M | 103k | 182.01 |
| 2024-03-31 | $19M | 103k | 186.81 |
| 2023-12-31 | $18M | 103k | 173.89 |
| 2023-09-30 | $16M | 105k | 153.84 |
| 2023-06-30 | $17M | 105k | 161.19 |
| 2023-03-31 | $16M | 104k | 151.76 |
| 2022-12-31 | $15M | 104k | 145.07 |
| 2022-09-30 | $13M | 103k | 128.52 |
| 2022-06-30 | $14M | 101k | 137.46 |
| 2022-03-31 | $16M | 100k | 157.85 |
| 2021-12-31 | $15M | 96k | 156.63 |
| 2021-09-30 | $13M | 90k | 145.42 |
| 2021-06-30 | $13M | 85k | 147.64 |
| 2021-03-31 | $9.9M | 70k | 141.24 |
| 2020-12-31 | $7.6M | 59k | 128.03 |
| 2020-09-30 | $6.6M | 58k | 112.46 |
| 2020-06-30 | $4.0M | 37k | 108.22 |
| 2020-03-31 | $327k | 3.4k | 96.20 |
| 2019-12-31 | $2.3M | 18k | 130.07 |
| 2019-09-30 | $2.1M | 18k | 119.13 |
| 2019-06-30 | $2.1M | 18k | 116.56 |
| 2019-03-31 | $2.0M | 18k | 112.73 |
| 2018-12-31 | $1.8M | 18k | 101.16 |
| 2018-09-30 | $2.0M | 18k | 115.82 |
| 2018-06-30 | $1.9M | 17k | 110.14 |
| 2018-03-31 | $2.0M | 18k | 109.32 |
| 2017-12-31 | $2.1M | 18k | 114.26 |
| 2017-09-30 | $2.0M | 19k | 107.91 |
| 2017-06-30 | $2.0M | 19k | 104.98 |
| 2017-03-31 | $2.0M | 19k | 104.03 |
| 2016-12-31 | $2.0M | 20k | 101.36 |
| 2016-09-30 | $1.9M | 20k | 94.98 |
| 2016-06-30 | $2.2M | 24k | 92.88 |
| 2016-03-31 | $2.5M | 27k | 89.93 |
| 2015-09-30 | $2.3M | 28k | 84.02 |
| 2015-06-30 | $2.7M | 29k | 90.91 |
| 2015-03-31 | $3.0M | 33k | 90.91 |
| 2014-12-31 | $3.1M | 33k | 93.62 |
More positions owned by Ironwood Wealth Management
View all positions for Ironwood Wealth Management