iShares S&P 500 Value Index shares owned by PACK Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PACK Private Wealth
from 13F filings
Historical chart of PACK Private Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by PACK Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by PACK Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.5k | 197.17 |
| 2024-06-30 | $1.0M | 5.7k | 182.01 |
| 2024-03-31 | $1.1M | 5.7k | 186.81 |
| 2023-12-31 | $988k | 5.7k | 173.89 |
| 2023-09-30 | $911k | 6.0k | 152.91 |
| 2023-06-30 | $964k | 6.0k | 161.19 |
| 2023-03-31 | $908k | 6.0k | 151.76 |
| 2022-12-31 | $889k | 6.1k | 145.07 |
| 2022-09-30 | $818k | 6.4k | 128.56 |
| 2022-06-30 | $875k | 6.4k | 137.51 |
| 2022-03-31 | $981k | 6.3k | 155.74 |
| 2021-12-31 | $937k | 6.0k | 156.66 |