iShares S&P 500 Value Index shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Watershed Private Wealth 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 Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $904k | 4.6k | 197.17 |
| 2024-06-30 | $966k | 5.3k | 182.01 |
| 2024-03-31 | $1.3M | 7.0k | 186.81 |
| 2023-12-31 | $6.8M | 39k | 173.88 |
| 2023-09-30 | $5.8M | 38k | 153.84 |
| 2023-06-30 | $6.2M | 38k | 161.19 |
| 2023-03-31 | $6.0M | 40k | 151.76 |
| 2022-12-31 | $5.7M | 39k | 145.07 |