iShares S&P 500 Value Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $132k | 638 | 206.51 |
| 2025-06-30 | $125k | 638 | 195.42 |
| 2025-03-31 | $122k | 638 | 190.58 |
| 2024-12-31 | $122k | 638 | 190.88 |
| 2024-09-30 | $126k | 638 | 197.17 |
| 2024-06-30 | $116k | 638 | 182.01 |
| 2024-03-31 | $119k | 638 | 186.81 |
| 2023-12-31 | $111k | 638 | 173.89 |
| 2023-09-30 | $98k | 638 | 153.84 |
| 2023-06-30 | $105k | 638 | 164.33 |
| 2023-03-31 | $99k | 638 | 154.39 |
| 2022-12-31 | $82k | 638 | 128.53 |
| 2022-09-30 | $82k | 638 | 128.53 |
| 2022-06-30 | $88k | 638 | 137.93 |
| 2022-03-31 | $99k | 638 | 155.17 |
| 2016-12-31 | $20k | 200 | 100.00 |