iShares S&P 500 Value Index shares owned by Priebe Wealth Holdings
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Priebe Wealth Holdings
from 13F filings
Historical chart of Priebe Wealth Holdings investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Priebe Wealth Holdings 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 Priebe Wealth Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $400k | 2.0k | 195.42 |
| 2025-03-31 | $478k | 2.5k | 190.58 |
| 2024-12-31 | $603k | 3.2k | 190.88 |
| 2024-09-30 | $633k | 3.2k | 197.17 |
| 2024-06-30 | $638k | 3.5k | 182.01 |
| 2024-03-31 | $670k | 3.6k | 186.81 |
| 2023-12-31 | $657k | 3.8k | 173.89 |