iShares S&P 500 Value Index shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 6.0k | 197.17 |
| 2024-06-30 | $1.1M | 6.1k | 182.01 |
| 2024-03-31 | $1.1M | 6.1k | 186.81 |
| 2023-12-31 | $1.1M | 6.2k | 173.89 |
| 2023-09-30 | $958k | 6.2k | 153.84 |
| 2023-06-30 | $1.0M | 6.3k | 161.19 |
| 2023-03-31 | $976k | 6.4k | 151.76 |
| 2022-12-31 | $1.2M | 8.2k | 145.07 |
| 2022-09-30 | $978k | 7.6k | 128.48 |
| 2022-06-30 | $1.0M | 7.6k | 137.49 |
| 2022-03-31 | $1.2M | 7.6k | 155.78 |
| 2021-12-31 | $1.2M | 7.5k | 156.58 |
| 2021-09-30 | $1.1M | 7.5k | 145.36 |
| 2021-06-30 | $1.1M | 7.4k | 147.62 |
| 2021-03-31 | $1.1M | 7.4k | 141.30 |
| 2020-12-31 | $951k | 7.4k | 127.98 |
| 2020-09-30 | $736k | 6.5k | 112.44 |
| 2020-06-30 | $708k | 6.5k | 108.16 |
| 2020-03-31 | $562k | 5.8k | 96.28 |
| 2019-12-31 | $629k | 4.8k | 130.12 |
| 2019-09-30 | $576k | 4.8k | 119.16 |
| 2019-06-30 | $563k | 4.8k | 116.47 |
| 2019-03-31 | $545k | 4.8k | 112.74 |
| 2018-12-31 | $542k | 5.4k | 101.12 |
More positions owned by Schneider Downs Wealth Management Advisors
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