iShares S&P 500 Value Index shares owned by Titus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Titus Wealth Management
from 13F filings
Historical chart of Titus Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Titus 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 Titus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $209k | 1.5k | 137.50 |
| 2022-03-31 | $248k | 1.6k | 155.49 |
| 2021-12-31 | $250k | 1.6k | 156.74 |
| 2021-09-30 | $239k | 1.6k | 145.73 |
| 2021-06-30 | $223k | 1.5k | 147.68 |
| 2021-03-31 | $213k | 1.5k | 141.06 |
| 2019-12-31 | $225k | 1.7k | 129.91 |
| 2019-09-30 | $206k | 1.7k | 118.94 |
| 2018-06-30 | $216k | 2.0k | 110.37 |
| 2018-03-31 | $214k | 2.0k | 109.35 |
| 2017-12-31 | $224k | 2.0k | 114.46 |