iShares S&P 500 Value Index shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 271 | 206.51 |
| 2025-06-30 | $53k | 271 | 195.42 |
| 2025-03-31 | $52k | 271 | 190.58 |
| 2024-12-31 | $52k | 271 | 190.88 |
| 2024-09-30 | $53k | 271 | 197.17 |
| 2024-06-30 | $49k | 271 | 182.01 |
| 2024-03-31 | $51k | 271 | 186.81 |
| 2023-12-31 | $47k | 271 | 173.89 |
| 2023-09-30 | $42k | 271 | 153.84 |
| 2023-06-30 | $44k | 271 | 161.19 |
| 2023-03-31 | $41k | 271 | 151.76 |
| 2022-12-31 | $39k | 271 | 145.07 |
| 2022-09-30 | $35k | 271 | 129.15 |
| 2022-06-30 | $37k | 271 | 136.53 |
| 2022-03-31 | $43k | 279 | 154.12 |
| 2021-12-31 | $42k | 271 | 154.98 |
More positions owned by Oak Harbor Wealth Partners
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