iShares S&P 500 Value Index shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $179k | 786 | 227.06 |
| 2026-03-31 | $166k | 786 | 211.15 |
| 2025-12-31 | $166k | 783 | 212.08 |
| 2025-09-30 | $161k | 779 | 206.61 |
| 2025-06-30 | $381k | 2.0k | 195.43 |
| 2025-03-31 | $147k | 773 | 190.54 |
| 2024-12-31 | $147k | 770 | 190.83 |
| 2024-09-30 | $151k | 766 | 197.05 |
| 2024-06-30 | $139k | 761 | 182.04 |
| 2024-03-31 | $142k | 758 | 186.70 |
| 2023-12-31 | $131k | 754 | 173.92 |
| 2023-09-30 | $115k | 747 | 153.76 |
| 2023-06-30 | $120k | 747 | 161.10 |
| 2023-03-31 | $113k | 744 | 151.77 |
| 2022-12-31 | $107k | 741 | 144.99 |
| 2022-09-30 | $94k | 731 | 128.56 |
| 2022-06-30 | $101k | 731 | 137.50 |
| 2022-03-31 | $113k | 728 | 155.72 |
| 2021-12-31 | $114k | 725 | 156.58 |
| 2021-09-30 | $104k | 717 | 145.40 |
| 2021-06-30 | $106k | 717 | 147.62 |
| 2021-03-31 | $100k | 711 | 141.21 |
| 2020-12-31 | $91k | 711 | 128.00 |
| 2020-09-30 | $79k | 706 | 112.52 |
| 2020-06-30 | $76k | 701 | 108.28 |
| 2020-03-31 | $67k | 691 | 96.30 |
| 2019-12-31 | $90k | 691 | 130.15 |
| 2019-09-30 | $81k | 683 | 119.20 |
| 2019-03-31 | $77k | 680 | 112.67 |
| 2018-12-31 | $68k | 676 | 101.09 |
| 2018-09-30 | $77k | 667 | 115.78 |
| 2018-06-30 | $73k | 662 | 110.19 |
| 2018-03-31 | $72k | 662 | 109.40 |
| 2017-12-31 | $75k | 658 | 114.33 |
| 2017-09-30 | $70k | 651 | 107.90 |
| 2017-06-30 | $68k | 647 | 105.03 |
| 2017-03-31 | $67k | 647 | 104.11 |
| 2016-12-31 | $65k | 644 | 101.38 |
| 2016-09-30 | $60k | 636 | 94.98 |
| 2016-06-30 | $59k | 636 | 92.92 |
| 2016-03-31 | $97k | 1.1k | 89.96 |
| 2015-12-31 | $55k | 624 | 88.58 |
| 2015-09-30 | $52k | 620 | 84.07 |