iShares S&P 500 Value Index shares owned by Watts Gwilliam & Co
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Watts Gwilliam & Co
from 13F filings
Historical chart of Watts Gwilliam & Co investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Watts Gwilliam & Co 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 Watts Gwilliam & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 108k | 206.51 |
| 2025-06-30 | $22M | 109k | 204.20 |
| 2025-03-31 | $20M | 102k | 190.58 |
| 2024-12-31 | $18M | 93k | 191.01 |
| 2024-09-30 | $16M | 83k | 195.54 |
| 2024-03-31 | $14M | 78k | 184.70 |