iShares S&P 500 Value Index shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth 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 Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 7.3k | 197.17 |
| 2024-06-30 | $1.3M | 6.9k | 182.01 |
| 2024-03-31 | $1.1M | 5.6k | 186.81 |
| 2023-12-31 | $669k | 3.8k | 173.89 |
| 2023-09-30 | $616k | 4.0k | 153.84 |
| 2021-12-31 | $206k | 1.3k | 156.89 |