iShares S&P 500 Value Index shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us 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 Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $20M | 104k | 190.83 |
| 2024-09-30 | $21M | 106k | 196.66 |
| 2024-06-30 | $19M | 106k | 181.08 |
| 2024-03-31 | $13M | 68k | 186.81 |
| 2023-12-31 | $16M | 91k | 173.89 |
| 2023-09-30 | $1.6M | 10k | 154.68 |
| 2023-06-30 | $1.7M | 10k | 161.19 |
| 2023-03-31 | $1.5M | 9.8k | 151.76 |
| 2022-12-31 | $1.2M | 8.2k | 145.07 |
| 2022-09-30 | $1.1M | 8.2k | 128.50 |
| 2022-06-30 | $1.0M | 7.3k | 137.41 |
| 2022-03-31 | $1.2M | 7.4k | 155.74 |
| 2021-12-31 | $1.2M | 7.4k | 156.68 |
| 2021-09-30 | $1.1M | 7.5k | 145.44 |
| 2021-06-30 | $1.1M | 7.4k | 147.62 |
| 2021-03-31 | $1.1M | 7.5k | 141.30 |
| 2020-12-31 | $1.0M | 7.8k | 128.04 |
| 2020-09-30 | $982k | 8.7k | 112.42 |
| 2020-06-30 | $962k | 8.9k | 108.22 |
| 2020-03-31 | $871k | 9.0k | 96.26 |
| 2019-12-31 | $1.3M | 9.8k | 130.05 |
| 2019-09-30 | $1.2M | 9.7k | 119.12 |
| 2019-06-30 | $1.2M | 10k | 116.53 |
| 2019-03-31 | $1.1M | 9.4k | 112.69 |
| 2018-12-31 | $1.4M | 14k | 101.12 |
| 2018-09-30 | $1.6M | 13k | 116.53 |
| 2018-06-30 | $1.5M | 13k | 110.81 |
| 2018-03-31 | $1.5M | 13k | 109.32 |
| 2017-12-31 | $1.2M | 11k | 114.20 |
| 2017-09-30 | $1.1M | 11k | 107.93 |
| 2017-06-30 | $1.1M | 11k | 104.99 |
| 2017-03-31 | $485k | 4.7k | 103.97 |
| 2016-12-31 | $472k | 4.7k | 101.44 |
| 2016-09-30 | $608k | 6.4k | 94.99 |
| 2016-06-30 | $595k | 6.4k | 92.95 |
| 2016-03-31 | $589k | 6.5k | 89.95 |
| 2015-12-31 | $538k | 6.1k | 88.55 |
| 2015-09-30 | $446k | 5.3k | 84.65 |
| 2015-06-30 | $478k | 5.2k | 92.15 |
| 2015-03-31 | $480k | 5.2k | 92.54 |
| 2014-12-31 | $486k | 5.2k | 93.73 |
| 2014-09-30 | $439k | 4.9k | 90.07 |
| 2014-06-30 | $481k | 5.3k | 90.28 |
| 2014-03-31 | $463k | 5.3k | 86.92 |