iShares S&P 500 Value Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Strategic Wealth Partners 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 Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $87M | 463k | 186.81 |
| 2023-09-30 | $71M | 458k | 154.68 |
| 2023-06-30 | $72M | 447k | 161.19 |
| 2023-03-31 | $61M | 403k | 150.98 |
| 2022-12-31 | $54M | 374k | 145.07 |
| 2022-09-30 | $46M | 355k | 128.52 |
| 2022-06-30 | $48M | 351k | 137.46 |
| 2022-03-31 | $53M | 342k | 155.74 |
| 2021-12-31 | $54M | 344k | 156.65 |
| 2021-09-30 | $50M | 347k | 145.40 |
| 2021-03-31 | $50M | 353k | 141.26 |
| 2020-12-31 | $45M | 351k | 127.99 |
| 2020-09-30 | $41M | 361k | 112.39 |
| 2020-06-30 | $42M | 384k | 108.21 |
| 2020-03-31 | $36M | 371k | 96.25 |
| 2019-12-31 | $5.4M | 41k | 130.08 |
| 2019-09-30 | $4.1M | 34k | 119.14 |
| 2019-06-30 | $3.9M | 33k | 116.57 |
| 2019-03-31 | $28M | 28k | 999.96 |
| 2018-12-31 | $2.6M | 26k | 101.15 |