iShares S&P 500 Value Index shares owned by Torch Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Torch Wealth Management
from 13F filings
Historical chart of Torch 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 Torch 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 Torch Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $566k | 4.4k | 130.00 |
| 2019-09-30 | $519k | 4.4k | 119.20 |
| 2019-06-30 | $493k | 4.2k | 116.69 |
| 2019-03-31 | $476k | 4.2k | 112.66 |
| 2018-12-31 | $430k | 4.3k | 101.18 |
| 2018-09-30 | $477k | 4.1k | 115.78 |
| 2018-06-30 | $451k | 4.1k | 110.13 |
| 2018-03-31 | $448k | 4.1k | 109.40 |
| 2017-12-31 | $468k | 4.1k | 114.29 |
| 2017-09-30 | $432k | 4.0k | 107.87 |