iShares S&P 500 Value Index shares owned by Oxler Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Oxler Private Wealth
from 13F filings
Historical chart of Oxler Private Wealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Oxler Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $583k | 3.1k | 190.90 |
| 2024-09-30 | $600k | 3.0k | 197.18 |
| 2024-06-30 | $551k | 3.0k | 181.99 |
| 2024-03-31 | $564k | 3.0k | 186.84 |
| 2023-12-31 | $523k | 3.0k | 173.87 |
| 2023-09-30 | $460k | 3.0k | 153.90 |
| 2023-06-30 | $482k | 3.0k | 161.20 |
| 2023-03-31 | $452k | 3.0k | 151.75 |
| 2022-12-31 | $431k | 3.0k | 145.06 |
| 2022-09-30 | $179k | 3.4k | 53.08 |
| 2022-06-30 | $405k | 2.9k | 137.46 |
| 2022-03-31 | $456k | 2.9k | 155.63 |
| 2021-12-31 | $456k | 2.9k | 156.33 |
| 2021-09-30 | $422k | 2.9k | 145.37 |
| 2021-06-30 | $428k | 2.9k | 147.43 |
| 2021-03-31 | $390k | 2.8k | 140.90 |
| 2020-12-31 | $262k | 2.1k | 127.56 |