iShares S&P 500 Value Index shares owned by TMD Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TMD Wealth Management
from 13F filings
Historical chart of TMD 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 TMD 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 TMD Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $783k | 4.3k | 182.01 |
| 2024-03-31 | $804k | 4.3k | 186.81 |
| 2023-09-30 | $1.1M | 7.0k | 153.84 |
| 2023-06-30 | $1.2M | 7.2k | 161.19 |
| 2023-03-31 | $1.1M | 7.2k | 151.76 |
| 2022-12-31 | $1.5M | 11k | 145.06 |