iShares S&P 500 Value Index shares owned by Tradewinds Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tradewinds Capital Management
from 13F filings
Historical chart of Tradewinds Capital Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Tradewinds Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 547 | 206.51 |
| 2025-06-30 | $107k | 547 | 195.42 |
| 2025-03-31 | $104k | 547 | 190.58 |
| 2024-12-31 | $104k | 547 | 190.88 |
| 2024-09-30 | $113k | 574 | 197.17 |
| 2024-06-30 | $100k | 547 | 182.01 |
| 2022-03-31 | $65k | 420 | 154.76 |
| 2021-12-31 | $66k | 420 | 157.14 |
| 2021-09-30 | $61k | 420 | 145.24 |
| 2021-06-30 | $43k | 292 | 147.26 |
More positions owned by Tradewinds Capital Management
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