iShares S&P 500 Value Index shares owned by Truewealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Truewealth
from 13F filings
Historical chart of Truewealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Truewealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $194k | 1.8k | 108.02 |
| 2020-03-31 | $173k | 1.8k | 96.33 |
| 2019-12-31 | $234k | 1.8k | 130.29 |
| 2019-09-30 | $214k | 1.8k | 119.15 |
| 2019-06-30 | $209k | 1.8k | 116.37 |
| 2019-03-31 | $202k | 1.8k | 112.47 |
| 2018-12-31 | $182k | 1.8k | 101.34 |
| 2018-09-30 | $208k | 1.8k | 115.81 |
| 2018-06-30 | $220k | 2.0k | 110.00 |
| 2018-03-31 | $219k | 2.0k | 109.50 |
| 2017-12-31 | $228k | 2.0k | 114.00 |