iShares S&P 500 Value Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt 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 SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $508k | 2.5k | 206.51 |
| 2025-06-30 | $481k | 2.5k | 195.42 |
| 2025-03-31 | $469k | 2.5k | 190.58 |
| 2024-12-31 | $469k | 2.5k | 190.88 |
| 2024-09-30 | $484k | 2.5k | 197.17 |
| 2024-06-30 | $447k | 2.5k | 182.01 |