iShares S&P 500 Value Index shares owned by Maia Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Maia Wealth
from 13F filings
Historical chart of Maia Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Maia Wealth 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 Maia Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 43k | 209.37 |
| 2025-06-30 | $7.5M | 38k | 195.42 |
| 2025-03-31 | $6.5M | 36k | 180.35 |
| 2024-12-31 | $5.3M | 27k | 198.12 |
| 2024-09-30 | $4.8M | 25k | 197.79 |
| 2024-06-30 | $3.9M | 21k | 186.52 |