iShares S&P 500 Value Index shares owned by Resolute Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Resolute Wealth Strategies
from 13F filings
Historical chart of Resolute Wealth Strategies investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Resolute Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 23k | 206.51 |
| 2025-06-30 | $4.6M | 23k | 195.42 |
| 2025-03-31 | $4.4M | 23k | 190.58 |
| 2024-12-31 | $4.5M | 24k | 190.88 |
| 2024-09-30 | $4.8M | 24k | 197.17 |
| 2024-06-30 | $4.5M | 25k | 182.01 |
| 2024-03-31 | $4.6M | 25k | 186.81 |
| 2023-12-31 | $7.0M | 41k | 173.89 |
| 2023-09-30 | $6.1M | 40k | 153.84 |
| 2023-06-30 | $6.4M | 40k | 161.19 |
| 2023-03-31 | $6.1M | 40k | 151.76 |
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