iShares S&P 500 Value Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares 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 PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 1.5k | 206.49 |
| 2025-06-30 | $289k | 1.5k | 195.43 |
| 2025-03-31 | $288k | 1.5k | 190.60 |
| 2024-12-31 | $288k | 1.5k | 190.94 |
| 2024-09-30 | $293k | 1.5k | 197.18 |
| 2024-06-30 | $270k | 1.5k | 181.95 |
| 2024-03-31 | $276k | 1.5k | 186.87 |
| 2023-12-31 | $257k | 1.5k | 173.95 |
| 2023-09-30 | $242k | 1.6k | 153.80 |
| 2023-06-30 | $255k | 1.6k | 161.15 |
| 2023-03-31 | $240k | 1.6k | 151.74 |
| 2022-12-31 | $230k | 1.6k | 145.09 |
| 2019-12-31 | $283k | 2.2k | 130.11 |