iShares S&P 500 Value Index shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.4k | 206.50 |
| 2025-06-30 | $1.1M | 5.6k | 195.43 |
| 2025-03-31 | $530k | 2.8k | 190.60 |
| 2024-12-31 | $588k | 3.1k | 190.85 |
| 2024-09-30 | $606k | 3.1k | 197.19 |
| 2024-06-30 | $561k | 3.1k | 182.00 |
| 2024-03-31 | $575k | 3.1k | 186.81 |
| 2023-12-31 | $536k | 3.1k | 173.91 |
| 2023-09-30 | $473k | 3.1k | 153.85 |
| 2023-06-30 | $495k | 3.1k | 161.20 |
| 2023-03-31 | $482k | 3.2k | 151.78 |
| 2022-12-31 | $460k | 3.2k | 145.05 |
| 2022-09-30 | $409k | 3.2k | 128.41 |
| 2022-06-30 | $438k | 3.2k | 137.52 |
| 2022-03-31 | $499k | 3.2k | 155.84 |
| 2021-12-31 | $518k | 3.3k | 156.54 |
| 2021-09-30 | $480k | 3.3k | 145.45 |
| 2021-06-30 | $588k | 4.0k | 147.55 |
| 2021-03-31 | $563k | 4.0k | 141.28 |
| 2020-12-31 | $517k | 4.0k | 128.13 |
| 2020-09-30 | $348k | 3.1k | 112.44 |
| 2020-06-30 | $339k | 3.1k | 108.13 |
| 2020-03-31 | $302k | 3.1k | 96.33 |
| 2019-12-31 | $408k | 3.1k | 130.14 |
| 2019-09-30 | $378k | 3.2k | 119.06 |
| 2019-06-30 | $377k | 3.2k | 118.74 |
| 2019-03-31 | $368k | 3.3k | 112.71 |
| 2018-12-31 | $332k | 3.3k | 101.07 |
| 2018-09-30 | $383k | 3.3k | 115.71 |
| 2018-06-30 | $365k | 3.3k | 110.27 |
| 2018-03-31 | $415k | 3.8k | 109.35 |
| 2017-12-31 | $434k | 3.8k | 114.36 |