iShares S&P 500 Value Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $370k | 2.0k | 186.80 |
| 2024-03-31 | $370k | 2.0k | 186.80 |
| 2023-12-31 | $400k | 2.3k | 173.89 |
| 2023-09-30 | $839k | 5.5k | 153.83 |
| 2023-06-30 | $812k | 5.0k | 161.20 |
| 2023-03-31 | $702k | 4.6k | 151.41 |
| 2022-12-31 | $1.1M | 7.4k | 145.06 |
| 2022-09-30 | $694k | 5.4k | 128.61 |
| 2022-06-30 | $873k | 6.3k | 137.55 |
| 2022-03-31 | $888k | 5.7k | 155.79 |
| 2021-12-31 | $740k | 4.7k | 156.68 |
| 2021-09-30 | $533k | 3.7k | 145.55 |
More positions owned by Monticello Wealth Management
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