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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in iShares S&P 500 Value Index by Tradewinds Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Tradewinds Capital Management