iShares S&P 500 Value Index shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by SIMA Wealth Partners 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 SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.4M | 16k | 211.16 |
| 2025-12-31 | $3.5M | 17k | 212.07 |
| 2025-09-30 | $3.5M | 17k | 206.51 |
| 2025-06-30 | $3.4M | 17k | 195.42 |
| 2025-03-31 | $3.3M | 17k | 190.58 |
| 2024-12-31 | $3.4M | 18k | 190.88 |
| 2024-09-30 | $3.5M | 18k | 197.17 |
| 2024-06-30 | $3.3M | 18k | 182.01 |