iShares S&P 500 Value Index shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management 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 Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 223k | 206.51 |
| 2025-06-30 | $43M | 221k | 194.35 |
| 2025-03-31 | $5.1M | 27k | 190.60 |
| 2024-12-31 | $69M | 361k | 190.88 |
| 2024-09-30 | $1.6M | 8.1k | 197.16 |
| 2024-06-30 | $1.5M | 8.2k | 182.02 |
| 2024-03-31 | $64M | 341k | 186.81 |
| 2023-12-31 | $52M | 299k | 173.89 |