iShares S&P 500 Value Index shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $352k | 1.9k | 186.85 |
| 2023-12-31 | $327k | 1.9k | 173.92 |
| 2023-09-30 | $289k | 1.9k | 153.87 |
| 2023-06-30 | $303k | 1.9k | 161.22 |
| 2023-03-31 | $295k | 1.9k | 151.79 |
| 2022-12-31 | $380k | 2.6k | 145.09 |
| 2022-09-30 | $372k | 2.9k | 128.28 |
| 2022-06-30 | $852k | 6.2k | 137.40 |
| 2021-03-31 | $264k | 1.9k | 141.10 |
| 2020-12-31 | $350k | 2.7k | 128.02 |
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