iShares S&P 500 Value Index shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Simplicity Wealth 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 Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 25k | 206.51 |
| 2025-06-30 | $9.3M | 48k | 195.42 |
| 2025-03-31 | $4.2M | 22k | 190.58 |
| 2024-09-30 | $2.9M | 15k | 197.17 |
| 2024-06-30 | $4.5M | 25k | 182.01 |
| 2024-03-31 | $4.3M | 23k | 186.82 |