iShares S&P 500 Value Index shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 57k | 186.81 |
| 2023-12-31 | $9.8M | 57k | 173.89 |
| 2023-09-30 | $7.5M | 49k | 153.84 |
| 2023-06-30 | $7.6M | 47k | 161.19 |
| 2023-03-31 | $7.1M | 47k | 151.76 |
| 2022-12-31 | $7.2M | 50k | 145.07 |
| 2022-09-30 | $5.7M | 45k | 128.53 |
| 2022-06-30 | $6.1M | 44k | 137.45 |
| 2022-03-31 | $6.9M | 44k | 155.71 |
| 2021-12-31 | $6.6M | 42k | 156.62 |
| 2021-09-30 | $6.1M | 42k | 145.43 |
| 2021-06-30 | $6.2M | 42k | 147.64 |
| 2021-03-31 | $5.8M | 41k | 141.24 |
| 2020-12-31 | $5.0M | 39k | 128.03 |
| 2020-09-30 | $4.3M | 38k | 112.46 |
| 2020-06-30 | $3.9M | 37k | 108.21 |
| 2020-03-31 | $3.1M | 32k | 96.24 |