iShares S&P 500 Value Index shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $146k | 708 | 206.51 |
| 2022-03-31 | $250k | 1.6k | 155.47 |
| 2021-12-31 | $252k | 1.6k | 156.72 |
| 2021-09-30 | $234k | 1.6k | 145.52 |
| 2021-06-30 | $237k | 1.6k | 147.39 |
| 2021-03-31 | $227k | 1.6k | 141.17 |
| 2020-12-31 | $206k | 1.6k | 128.11 |
| 2019-12-31 | $253k | 1.9k | 130.28 |
| 2019-09-30 | $353k | 3.0k | 118.98 |
| 2019-06-30 | $471k | 4.0k | 116.70 |
| 2019-03-31 | $519k | 4.6k | 112.85 |
| 2018-12-31 | $409k | 4.0k | 101.04 |
| 2018-09-30 | $486k | 4.2k | 115.63 |
| 2018-06-30 | $254k | 2.3k | 110.10 |
More positions owned by Measured Wealth Private Client Group
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