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iShares S&P 500 Value Index shares owned by Prasad Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Prasad Wealth Partners from 13F filings

Historical chart of Prasad Wealth Partners 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 Prasad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Prasad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $550k 2.7k 206.55
2025-06-30 $519k 2.7k 195.44
2025-03-31 $504k 2.6k 190.58