iShares S&P 500 Value Index shares owned by OptiFour Integrated Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by OptiFour Integrated Wealth Management
from 13F filings
Historical chart of OptiFour Integrated 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 OptiFour Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $276k | 2.1k | 130.07 |
| 2019-09-30 | $253k | 2.1k | 119.23 |
| 2019-06-30 | $247k | 2.1k | 116.40 |
| 2019-03-31 | $239k | 2.1k | 112.63 |
| 2018-12-31 | $215k | 2.1k | 101.32 |
| 2018-09-30 | $246k | 2.1k | 115.93 |
| 2018-06-30 | $234k | 2.1k | 110.27 |
| 2018-03-31 | $232k | 2.1k | 109.33 |
| 2017-12-31 | $242k | 2.1k | 114.04 |
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