iShares S&P 500 Value Index shares owned by King Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by King Wealth Management
from 13F filings
Historical chart of King 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 King 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 King Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.6k | 206.56 |
| 2025-06-30 | $1.3M | 6.6k | 195.42 |
| 2025-03-31 | $1.2M | 6.6k | 190.53 |
| 2024-12-31 | $1.3M | 6.6k | 190.84 |
| 2024-09-30 | $966k | 4.9k | 197.14 |
| 2024-06-30 | $1.1M | 6.2k | 182.04 |
| 2024-03-31 | $1.1M | 6.2k | 186.75 |
| 2023-12-31 | $1.0M | 6.0k | 173.95 |
| 2023-09-30 | $919k | 6.0k | 153.86 |
| 2023-06-30 | $963k | 6.0k | 161.23 |
| 2023-03-31 | $671k | 4.4k | 151.71 |
| 2022-12-31 | $642k | 4.4k | 145.15 |
| 2022-09-30 | $568k | 4.4k | 128.42 |
| 2022-06-30 | $608k | 4.4k | 137.46 |
| 2022-03-31 | $689k | 4.4k | 155.78 |
| 2021-12-31 | $693k | 4.4k | 156.68 |
| 2021-09-30 | $207k | 1.4k | 145.47 |