iShares S&P 500 Value Index shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Stone Point 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 Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $488k | 2.6k | 190.88 |
| 2024-09-30 | $505k | 2.6k | 197.17 |
| 2024-06-30 | $466k | 2.6k | 182.01 |
| 2024-03-31 | $478k | 2.6k | 186.81 |
| 2023-12-31 | $445k | 2.6k | 173.89 |
| 2023-09-30 | $386k | 2.5k | 153.84 |
| 2023-06-30 | $405k | 2.5k | 161.19 |
| 2023-03-31 | $381k | 2.5k | 151.76 |
| 2022-12-31 | $364k | 2.5k | 145.07 |
| 2022-09-30 | $322k | 2.5k | 128.24 |
| 2022-06-30 | $346k | 2.5k | 137.79 |
| 2022-03-31 | $393k | 2.5k | 156.51 |