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 |
|---|---|---|---|
| 2025-09-30 | $859k | 4.2k | 206.53 |
| 2025-06-30 | $66k | 339 | 195.42 |
| 2019-06-30 | $9.0k | 85 | 105.88 |
| 2019-03-31 | $55k | 479 | 114.82 |
| 2018-12-31 | $50k | 479 | 104.38 |
| 2018-09-30 | $20k | 175 | 114.29 |
| 2018-06-30 | $19k | 175 | 108.57 |
| 2018-03-31 | $19k | 175 | 108.57 |
| 2017-12-31 | $20k | 175 | 114.29 |