iShares S&P 500 Value Index shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone 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 Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $816k | 4.1k | 197.17 |
| 2024-06-30 | $377k | 2.1k | 182.05 |
| 2024-03-31 | $386k | 2.1k | 186.85 |
| 2023-12-31 | $360k | 2.1k | 173.92 |
| 2023-09-30 | $318k | 2.1k | 153.77 |
| 2023-06-30 | $333k | 2.1k | 161.03 |
| 2022-12-31 | $249k | 1.7k | 145.36 |
| 2022-09-30 | $220k | 1.7k | 128.43 |
| 2022-06-30 | $236k | 1.7k | 137.77 |
| 2022-03-31 | $267k | 1.7k | 155.87 |
| 2021-12-31 | $265k | 1.7k | 156.71 |
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