iShares S&P 500 Value Index shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Thrive Wealth Management 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 Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 1.5k | 206.53 |
| 2025-06-30 | $271k | 1.4k | 195.36 |
| 2025-03-31 | $276k | 1.4k | 190.59 |
| 2024-12-31 | $1.8M | 9.4k | 190.87 |
| 2024-06-30 | $386k | 2.1k | 181.99 |
| 2024-03-31 | $399k | 2.1k | 186.82 |
| 2023-12-31 | $887k | 5.1k | 173.91 |
| 2023-09-30 | $1.3M | 8.6k | 153.84 |
| 2023-06-30 | $1.2M | 7.7k | 161.19 |
| 2022-12-31 | $688k | 4.7k | 145.07 |
| 2022-09-30 | $1.1M | 8.6k | 128.49 |
| 2022-06-30 | $540k | 3.9k | 137.44 |
| 2022-03-31 | $643k | 4.1k | 155.61 |