iShares S&P 500 Value Index shares owned by Soundmark Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Soundmark Wealth Management
from 13F filings
Historical chart of Soundmark Wealth Management 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 Soundmark Wealth Management 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 Soundmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.8M | 42k | 186.81 |
| 2023-12-31 | $7.2M | 42k | 173.89 |
| 2023-09-30 | $6.4M | 42k | 153.84 |
| 2023-06-30 | $6.7M | 42k | 161.19 |
| 2023-03-31 | $6.4M | 42k | 151.76 |
| 2022-12-31 | $6.3M | 43k | 145.07 |
| 2022-09-30 | $5.6M | 43k | 128.51 |
| 2022-06-30 | $6.0M | 43k | 137.45 |
| 2022-03-31 | $6.8M | 43k | 155.71 |
| 2021-12-31 | $6.8M | 43k | 156.63 |
| 2021-09-30 | $6.3M | 44k | 145.43 |
| 2021-06-30 | $6.4M | 44k | 146.89 |
| 2021-03-31 | $6.2M | 44k | 141.25 |
| 2020-12-31 | $5.6M | 44k | 128.02 |
More positions owned by Soundmark Wealth Management
View all positions for Soundmark Wealth Management