iShares S&P 500 Value Index shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Keebeck Wealth Management 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 Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 42k | 206.51 |
| 2025-06-30 | $9.5M | 49k | 195.42 |
| 2025-03-31 | $9.0M | 47k | 190.58 |
| 2024-12-31 | $5.7M | 30k | 190.88 |
| 2024-09-30 | $5.7M | 29k | 197.17 |
| 2024-06-30 | $5.2M | 28k | 182.01 |
| 2024-03-31 | $5.2M | 28k | 186.81 |
| 2022-12-31 | $215k | 1.5k | 145.07 |
| 2022-09-30 | $204k | 1.6k | 128.54 |
| 2022-06-30 | $344k | 2.5k | 137.66 |