iShares S&P 500 Value Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 14k | 186.81 |
| 2023-12-31 | $1.7M | 9.9k | 173.88 |
| 2023-09-30 | $1.6M | 10k | 153.85 |
| 2023-06-30 | $1.6M | 9.9k | 161.20 |
| 2023-03-31 | $1.4M | 9.2k | 151.76 |
| 2022-12-31 | $1.4M | 9.6k | 145.07 |
| 2022-09-30 | $1.5M | 12k | 128.56 |
| 2022-06-30 | $1.6M | 12k | 137.47 |
| 2022-03-31 | $921k | 5.9k | 155.68 |
| 2021-12-31 | $825k | 5.3k | 156.70 |
| 2021-09-30 | $742k | 5.1k | 145.32 |
| 2021-06-30 | $749k | 5.1k | 147.56 |
| 2021-03-31 | $718k | 5.1k | 141.14 |
| 2020-12-31 | $714k | 5.6k | 128.09 |
| 2020-09-30 | $595k | 5.3k | 112.54 |
| 2020-06-30 | $577k | 5.3k | 108.26 |
| 2020-03-31 | $464k | 4.8k | 96.31 |
| 2019-12-31 | $546k | 4.2k | 130.03 |
| 2019-09-30 | $500k | 4.2k | 119.08 |
| 2019-06-30 | $505k | 4.3k | 116.47 |
| 2019-03-31 | $489k | 4.3k | 112.78 |
| 2018-12-31 | $455k | 4.5k | 101.09 |
| 2018-09-30 | $536k | 4.6k | 115.74 |
| 2018-06-30 | $525k | 4.8k | 110.18 |
| 2018-03-31 | $521k | 4.8k | 109.38 |
| 2017-12-31 | $554k | 4.8k | 114.27 |
| 2017-09-30 | $523k | 4.8k | 107.88 |
| 2017-06-30 | $542k | 5.2k | 105.02 |
| 2017-03-31 | $537k | 5.2k | 104.05 |
| 2016-12-31 | $523k | 5.2k | 101.34 |
| 2016-09-30 | $410k | 4.3k | 94.95 |
| 2016-06-30 | $452k | 4.9k | 92.98 |