iShares S&P 500 Value Index shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point 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 Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 16k | 186.81 |
| 2023-12-31 | $2.7M | 16k | 173.89 |
| 2023-09-30 | $2.5M | 16k | 154.04 |
| 2023-06-30 | $2.6M | 16k | 161.19 |
| 2023-03-31 | $2.4M | 16k | 151.76 |
| 2022-12-31 | $2.6M | 18k | 145.07 |
| 2022-09-30 | $3.2M | 25k | 128.51 |
| 2022-06-30 | $3.3M | 24k | 137.44 |
| 2022-03-31 | $3.6M | 23k | 155.73 |
| 2021-12-31 | $3.6M | 23k | 156.62 |
| 2021-09-30 | $3.4M | 23k | 145.42 |
| 2021-06-30 | $3.4M | 23k | 147.66 |
| 2021-03-31 | $2.8M | 20k | 141.27 |
| 2020-12-31 | $2.6M | 20k | 128.00 |
| 2020-09-30 | $2.2M | 19k | 112.44 |
| 2020-06-30 | $2.1M | 19k | 108.22 |
| 2020-03-31 | $1.8M | 19k | 96.25 |
| 2019-12-31 | $2.3M | 18k | 130.11 |
| 2019-09-30 | $2.0M | 17k | 119.15 |
| 2019-06-30 | $2.0M | 17k | 117.82 |
| 2019-03-31 | $2.1M | 19k | 112.75 |
| 2018-12-31 | $1.8M | 18k | 101.17 |
| 2018-09-30 | $2.0M | 17k | 115.85 |
| 2018-06-30 | $1.8M | 17k | 110.13 |
| 2018-03-31 | $1.8M | 17k | 109.33 |
| 2017-12-31 | $1.9M | 17k | 114.26 |
More positions owned by Stony Point Wealth Management
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