iShares S&P 500 Value Index shares owned by Spectrum Wealth Counsel
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Spectrum Wealth Counsel
from 13F filings
Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $13M | 66k | 190.88 |
| 2024-09-30 | $13M | 68k | 197.17 |
| 2024-06-30 | $12M | 66k | 182.01 |
| 2024-03-31 | $1.8M | 9.6k | 186.81 |
| 2023-12-31 | $1.7M | 9.6k | 173.89 |