iShares S&P 500 Value Index shares owned by Segment Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Segment Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 1.1k | 206.51 |
| 2025-06-30 | $206k | 1.1k | 195.42 |
| 2025-03-31 | $201k | 1.1k | 190.58 |
| 2024-12-31 | $228k | 1.2k | 190.88 |
| 2024-09-30 | $263k | 1.3k | 197.17 |
| 2024-06-30 | $243k | 1.3k | 182.01 |
| 2024-03-31 | $223k | 1.2k | 186.81 |