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iShares S&P 500 Value Index shares owned by Sonoma Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sonoma Private Wealth from 13F filings

Historical chart of Sonoma Private 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 Sonoma Private 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 11k 197.17
2024-06-30 $2.3M 13k 182.01
2024-03-31 $2.4M 13k 186.81
2023-12-31 $2.8M 16k 173.89
2023-09-30 $2.5M 16k 153.84
2023-06-30 $2.6M 16k 161.19
2023-03-31 $2.4M 16k 151.76
2022-12-31 $2.4M 16k 145.07