iShares S&P 500 Value Index shares owned by Processus Wealth & Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Processus Wealth & Capital Management
from 13F filings
Historical chart of Processus Wealth & Capital Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Processus Wealth & Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 2.2k | 206.51 |
| 2025-06-30 | $874k | 4.5k | 195.42 |
| 2025-03-31 | $854k | 4.5k | 190.58 |
| 2024-12-31 | $791k | 4.1k | 190.88 |
| 2024-09-30 | $761k | 3.9k | 197.17 |
| 2024-06-30 | $678k | 3.7k | 182.01 |
| 2024-03-31 | $681k | 3.6k | 186.81 |
| 2023-12-31 | $667k | 3.8k | 173.89 |
More positions owned by Processus Wealth & Capital Management
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