iShares S&P 500 Value Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 13k | 206.51 |
| 2025-06-30 | $2.3M | 12k | 195.41 |
| 2025-03-31 | $1.8M | 9.4k | 190.59 |
| 2024-12-31 | $1.5M | 8.0k | 190.88 |
| 2024-09-30 | $1.9M | 9.5k | 197.08 |
| 2024-06-30 | $1.5M | 8.3k | 182.00 |
| 2024-03-31 | $1.6M | 8.3k | 186.81 |
| 2023-12-31 | $338k | 1.9k | 173.89 |
| 2023-09-30 | $299k | 1.9k | 153.84 |
| 2023-06-30 | $325k | 2.0k | 161.19 |
| 2023-03-31 | $251k | 1.7k | 151.76 |
| 2022-12-31 | $248k | 1.7k | 145.07 |
| 2022-09-30 | $206k | 1.6k | 128.51 |
| 2022-06-30 | $206k | 1.5k | 137.52 |
| 2022-03-31 | $235k | 1.5k | 155.94 |
| 2021-12-31 | $237k | 1.5k | 156.85 |
| 2021-09-30 | $232k | 1.5k | 153.54 |
More positions owned by Transcend Wealth Collective
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