iShares S&P 500 Value Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance 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 Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 1.9k | 206.52 |
| 2025-06-30 | $378k | 1.9k | 195.37 |
| 2025-03-31 | $387k | 2.0k | 190.57 |
| 2024-12-31 | $397k | 2.1k | 190.92 |
| 2024-09-30 | $382k | 1.9k | 197.17 |
| 2024-06-30 | $352k | 1.9k | 182.01 |
| 2024-03-31 | $362k | 1.9k | 186.81 |
| 2023-12-31 | $337k | 1.9k | 173.89 |
| 2023-09-30 | $298k | 1.9k | 153.84 |
| 2023-06-30 | $312k | 1.9k | 161.24 |
| 2023-03-31 | $294k | 1.9k | 151.76 |
| 2022-12-31 | $281k | 1.9k | 145.07 |
| 2022-09-30 | $249k | 1.9k | 128.68 |
| 2022-06-30 | $266k | 1.9k | 137.47 |
| 2022-03-31 | $301k | 1.9k | 155.56 |
| 2021-12-31 | $323k | 2.1k | 156.80 |
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