iShares S&P 500 Value Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 25k | 206.51 |
| 2025-06-30 | $5.2M | 27k | 195.42 |
| 2025-03-31 | $5.0M | 26k | 190.58 |
| 2024-12-31 | $3.6M | 19k | 190.88 |
| 2024-09-30 | $3.6M | 18k | 197.17 |
| 2024-06-30 | $3.3M | 18k | 182.01 |
| 2024-03-31 | $3.3M | 18k | 186.81 |
| 2023-12-31 | $390k | 2.2k | 173.87 |
| 2023-09-30 | $344k | 2.2k | 153.71 |
| 2023-06-30 | $360k | 2.2k | 161.07 |
| 2023-03-31 | $339k | 2.2k | 151.81 |
| 2022-12-31 | $324k | 2.2k | 145.23 |
| 2022-09-30 | $286k | 2.2k | 128.60 |
| 2022-06-30 | $306k | 2.2k | 137.59 |
| 2022-03-31 | $346k | 2.2k | 155.72 |
| 2021-12-31 | $348k | 2.2k | 156.83 |
| 2021-09-30 | $223k | 1.5k | 145.09 |
| 2021-06-30 | $227k | 1.5k | 147.69 |
| 2021-03-31 | $217k | 1.5k | 141.37 |
| 2020-12-31 | $197k | 1.5k | 128.34 |
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