iShares S&P 500 Value Index shares owned by McGlone Suttner Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by McGlone Suttner Wealth Management
from 13F filings
Historical chart of McGlone Suttner 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 McGlone Suttner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $924k | 4.5k | 206.52 |
| 2025-06-30 | $874k | 4.5k | 195.43 |
| 2025-03-31 | $852k | 4.5k | 190.59 |
| 2024-12-31 | $854k | 4.5k | 190.89 |
| 2024-09-30 | $882k | 4.5k | 197.18 |
| 2024-06-30 | $778k | 4.5k | 173.90 |
| 2024-03-31 | $835k | 4.5k | 186.82 |
| 2023-12-31 | $778k | 4.5k | 173.90 |
| 2023-09-30 | $688k | 4.5k | 153.84 |
| 2023-06-30 | $721k | 4.5k | 161.19 |
| 2023-03-31 | $679k | 4.5k | 151.76 |
| 2022-12-31 | $649k | 4.5k | 145.07 |
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