iShares S&P 500 Value Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 105k | 206.51 |
| 2025-06-30 | $20M | 100k | 195.42 |
| 2025-03-31 | $16M | 86k | 190.48 |
| 2024-12-31 | $11M | 59k | 190.79 |
| 2024-09-30 | $11M | 58k | 197.16 |
| 2024-06-30 | $10M | 412k | 24.68 |
| 2024-03-31 | $11M | 57k | 186.64 |
| 2023-12-31 | $431k | 2.5k | 174.00 |
| 2023-09-30 | $384k | 2.5k | 153.78 |
| 2023-06-30 | $420k | 2.6k | 161.18 |
| 2023-03-31 | $401k | 2.6k | 151.75 |
| 2022-09-30 | $342k | 2.7k | 128.38 |
| 2022-06-30 | $367k | 2.7k | 137.40 |
| 2022-03-31 | $443k | 2.9k | 155.44 |
| 2021-12-31 | $212k | 1.4k | 156.23 |
| 2021-09-30 | $199k | 1.4k | 145.26 |
| 2021-06-30 | $201k | 1.4k | 147.25 |
| 2021-03-31 | $172k | 1.4k | 126.84 |
| 2020-12-31 | $172k | 1.4k | 126.84 |
| 2020-09-30 | $152k | 1.4k | 112.51 |
| 2020-06-30 | $45k | 413 | 108.96 |
| 2020-03-31 | $42k | 433 | 97.00 |
| 2019-12-31 | $103k | 788 | 130.71 |
| 2019-09-30 | $93k | 778 | 119.54 |
| 2019-06-30 | $97k | 831 | 116.73 |
| 2019-03-31 | $117k | 1.0k | 112.18 |
| 2018-12-31 | $230k | 2.3k | 101.01 |