iShares S&P 500 Value Index shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.7M | 52k | 186.81 |
| 2023-12-31 | $5.7M | 33k | 173.89 |
| 2023-09-30 | $4.2M | 28k | 153.84 |
| 2023-06-30 | $2.4M | 15k | 161.19 |
| 2023-03-31 | $2.1M | 14k | 151.76 |
| 2022-12-31 | $1.3M | 8.7k | 145.07 |
| 2022-09-30 | $535k | 4.2k | 128.42 |
| 2022-06-30 | $269k | 2.0k | 137.32 |
| 2022-03-31 | $270k | 1.7k | 155.62 |
| 2021-12-31 | $200k | 1.3k | 156.62 |
More positions owned by Kestra Private Wealth Services
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