iShares S&P 500 Value Index shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 15k | 197.17 |
| 2024-06-30 | $2.9M | 16k | 182.01 |
| 2024-03-31 | $942k | 5.0k | 186.82 |
| 2022-12-31 | $220k | 1.5k | 145.07 |
| 2022-09-30 | $225k | 1.8k | 128.28 |
| 2022-06-30 | $260k | 1.9k | 137.57 |
More positions owned by U.S. Capital Wealth Advisors
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