iShares S&P 500 Value Index shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $280k | 1.4k | 197.17 |
| 2024-06-30 | $353k | 1.9k | 182.01 |
| 2024-03-31 | $363k | 1.9k | 186.81 |
| 2023-12-31 | $338k | 1.9k | 173.89 |
| 2023-09-30 | $294k | 1.9k | 153.84 |
| 2023-06-30 | $294k | 1.8k | 161.19 |
| 2023-03-31 | $276k | 1.8k | 151.76 |
| 2022-12-31 | $641k | 4.4k | 145.07 |
| 2022-09-30 | $567k | 4.4k | 128.43 |
| 2022-06-30 | $589k | 4.3k | 137.42 |
| 2022-03-31 | $550k | 3.5k | 155.76 |
| 2021-12-31 | $516k | 3.3k | 156.60 |
| 2021-09-30 | $479k | 3.3k | 145.37 |
| 2021-06-30 | $486k | 3.3k | 147.50 |
| 2021-03-31 | $465k | 3.3k | 141.12 |
| 2020-12-31 | $422k | 3.3k | 128.07 |
| 2020-09-30 | $346k | 3.1k | 112.41 |
| 2020-06-30 | $333k | 3.1k | 108.19 |
| 2020-03-31 | $250k | 2.6k | 96.38 |
More positions owned by Strategic Family Wealth Counselors
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