iShares S&P 500 Value Index shares owned by Provident Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Provident Wealth Management
from 13F filings
Historical chart of Provident Wealth Management 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 Provident Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Provident Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $168k | 852 | 197.17 |
2024-06-30 | $155k | 852 | 182.01 |
2024-03-31 | $159k | 852 | 186.81 |
2023-12-31 | $148k | 852 | 173.89 |
2023-09-30 | $131k | 852 | 153.84 |
2023-06-30 | $137k | 852 | 161.19 |
2023-03-31 | $129k | 852 | 151.76 |
2022-12-31 | $124k | 852 | 145.07 |
2022-09-30 | $109k | 852 | 127.93 |
2022-06-30 | $117k | 852 | 137.32 |
2022-03-31 | $194k | 1.2k | 155.95 |
2021-12-31 | $133k | 852 | 156.10 |
2021-09-30 | $124k | 852 | 145.54 |
2021-06-30 | $126k | 852 | 147.89 |
2021-03-31 | $143k | 1.0k | 141.58 |
2020-12-31 | $217k | 1.7k | 127.95 |
2020-09-30 | $206k | 1.8k | 112.51 |
2020-06-30 | $107k | 987 | 108.41 |
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