iShares S&P 500 Value Index shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 121k | 206.51 |
| 2025-06-30 | $25M | 128k | 195.42 |
| 2025-03-31 | $31M | 161k | 190.58 |
| 2024-12-31 | $31M | 163k | 190.88 |
| 2024-09-30 | $31M | 158k | 197.17 |
| 2024-06-30 | $29M | 159k | 182.01 |
| 2024-03-31 | $30M | 158k | 186.81 |
| 2023-12-31 | $25M | 145k | 172.87 |
| 2023-09-30 | $23M | 150k | 153.84 |
| 2023-06-30 | $24M | 149k | 161.19 |
| 2023-03-31 | $22M | 144k | 151.77 |
| 2022-12-31 | $16M | 111k | 145.07 |
| 2022-09-30 | $15M | 113k | 128.52 |
| 2022-06-30 | $21M | 151k | 137.46 |
| 2022-03-31 | $33M | 214k | 155.86 |
| 2021-12-31 | $33M | 209k | 156.76 |
| 2021-09-30 | $30M | 205k | 145.42 |
| 2021-06-30 | $30M | 203k | 148.79 |
| 2021-03-31 | $27M | 189k | 141.41 |