iShares S&P 500 Value Index shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors 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 WCG 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 39k | 206.51 |
| 2025-06-30 | $7.5M | 38k | 195.42 |
| 2025-03-31 | $7.1M | 37k | 190.57 |
| 2024-12-31 | $5.1M | 27k | 190.91 |
| 2024-09-30 | $5.2M | 26k | 197.17 |
| 2024-06-30 | $4.5M | 25k | 182.00 |