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 |
|---|---|---|---|
| 2024-09-30 | $44k | 221 | 197.17 |
| 2024-06-30 | $40k | 221 | 182.01 |
| 2024-03-31 | $77k | 414 | 186.81 |
| 2023-12-31 | $38k | 221 | 173.89 |
| 2023-09-30 | $37k | 243 | 153.84 |
| 2023-06-30 | $39k | 243 | 161.19 |
| 2023-03-31 | $37k | 243 | 151.76 |
| 2022-12-31 | $35k | 243 | 145.07 |
| 2022-09-30 | $33k | 243 | 135.80 |
| 2022-06-30 | $33k | 243 | 135.80 |
| 2022-03-31 | $38k | 243 | 156.38 |
| 2021-12-31 | $38k | 243 | 156.38 |
| 2021-09-30 | $36k | 243 | 148.15 |
| 2021-06-30 | $36k | 243 | 148.15 |
| 2021-03-31 | $34k | 243 | 139.92 |
| 2020-12-31 | $31k | 243 | 127.57 |
| 2020-09-30 | $26k | 243 | 107.00 |
| 2020-06-30 | $26k | 243 | 107.00 |
| 2020-03-31 | $23k | 243 | 94.65 |
| 2019-12-31 | $32k | 243 | 131.69 |
| 2019-09-30 | $29k | 243 | 119.34 |
| 2019-06-30 | $28k | 243 | 115.23 |
| 2019-03-31 | $28k | 245 | 114.29 |
| 2018-12-31 | $25k | 245 | 102.04 |
| 2018-09-30 | $28k | 245 | 114.29 |
| 2018-06-30 | $27k | 245 | 110.20 |
| 2017-09-30 | $26k | 245 | 106.12 |
More positions owned by Ironwood Wealth Management
View all positions for Ironwood Wealth Management