iShares S&P 500 Value Index shares owned by Nwam
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Nwam
from 13F filings
Historical chart of Nwam investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Nwam
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 19k | 197.17 |
| 2024-03-31 | $3.0M | 17k | 182.03 |
| 2023-12-31 | $2.0M | 12k | 173.89 |
| 2023-09-30 | $1.8M | 11k | 153.85 |
| 2023-06-30 | $1.9M | 12k | 161.20 |
| 2023-03-31 | $1.7M | 11k | 151.77 |
| 2022-12-31 | $1.8M | 12k | 145.08 |
| 2022-09-30 | $1.4M | 11k | 128.52 |
| 2022-06-30 | $1.4M | 10k | 137.84 |
| 2022-03-31 | $1.8M | 11k | 155.75 |
| 2021-12-31 | $1.7M | 11k | 156.64 |
| 2021-09-30 | $1.4M | 9.6k | 145.41 |
| 2021-06-30 | $6.9M | 47k | 147.63 |
| 2021-03-31 | $4.5M | 32k | 141.24 |
| 2020-12-31 | $519k | 4.1k | 127.99 |
| 2020-06-30 | $460k | 4.2k | 108.29 |
| 2020-03-31 | $550k | 5.7k | 96.27 |
| 2019-12-31 | $810k | 6.2k | 130.10 |
| 2019-09-30 | $783k | 6.6k | 119.16 |
| 2019-06-30 | $597k | 5.1k | 116.56 |
| 2019-03-31 | $487k | 4.3k | 112.71 |
| 2018-12-31 | $315k | 3.1k | 101.25 |
| 2018-09-30 | $325k | 2.8k | 115.99 |
| 2018-06-30 | $296k | 2.7k | 110.00 |
| 2018-03-31 | $673k | 6.2k | 109.32 |
| 2017-12-31 | $976k | 8.5k | 114.23 |
| 2017-09-30 | $767k | 7.1k | 107.86 |
| 2017-06-30 | $216k | 2.1k | 104.75 |
| 2017-03-31 | $243k | 2.3k | 103.93 |