iShares S&P 500 Value Index shares owned by Tradewinds
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tradewinds
from 13F filings
Historical chart of Tradewinds investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Tradewinds 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 Tradewinds
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 1.3k | 206.58 |
| 2025-06-30 | $1.9M | 9.8k | 195.43 |
| 2025-03-31 | $278k | 1.5k | 190.55 |
| 2024-12-31 | $290k | 1.5k | 195.91 |
| 2024-06-30 | $291k | 1.6k | 181.97 |
| 2023-09-30 | $257k | 1.7k | 153.84 |
| 2023-03-31 | $259k | 1.7k | 151.76 |
| 2022-09-30 | $277k | 2.2k | 128.54 |
| 2022-06-30 | $303k | 2.2k | 137.29 |