iShares S&P 500 Value Index shares owned by Merkkuri Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Merkkuri Wealth Advisors
from 13F filings
Historical chart of Merkkuri Wealth Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Merkkuri Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $810k | 4.1k | 197.18 |
2024-06-30 | $559k | 3.1k | 182.07 |