iShares S&P 500 Value Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens 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 Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 60k | 197.17 |
| 2024-03-31 | $11M | 58k | 186.81 |
| 2023-12-31 | $8.9M | 51k | 173.89 |
| 2023-09-30 | $9.0M | 58k | 154.68 |
| 2023-06-30 | $19M | 118k | 161.19 |
| 2023-03-31 | $19M | 122k | 151.76 |
| 2022-12-31 | $16M | 108k | 145.07 |
| 2022-09-30 | $7.2M | 56k | 128.51 |
| 2022-06-30 | $4.2M | 30k | 137.44 |
| 2022-03-31 | $4.8M | 31k | 155.71 |
| 2021-12-31 | $4.0M | 26k | 156.61 |
| 2021-09-30 | $3.5M | 24k | 145.42 |
| 2021-06-30 | $1.9M | 13k | 147.61 |
| 2021-03-31 | $2.0M | 14k | 141.19 |
| 2020-12-31 | $295k | 2.3k | 127.76 |
| 2020-09-30 | $262k | 2.3k | 112.11 |
| 2020-06-30 | $249k | 2.3k | 108.17 |
| 2019-09-30 | $287k | 2.4k | 118.99 |
| 2019-06-30 | $281k | 2.4k | 116.50 |
| 2019-03-31 | $407k | 3.6k | 112.65 |
| 2018-12-31 | $365k | 3.6k | 101.02 |
More positions owned by Robertson Stephens Wealth Management
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