iShares S&P 500 Value Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 131k | 206.51 |
| 2025-06-30 | $20M | 102k | 195.42 |
| 2025-03-31 | $16M | 83k | 190.58 |
| 2024-12-31 | $17M | 90k | 190.88 |
| 2024-09-30 | $17M | 88k | 197.17 |
| 2024-06-30 | $16M | 88k | 182.01 |
| 2024-03-31 | $16M | 87k | 186.81 |
| 2023-12-31 | $7.7M | 45k | 173.89 |
| 2023-09-30 | $4.4M | 28k | 153.84 |
| 2023-06-30 | $4.7M | 29k | 161.19 |
| 2023-03-31 | $4.7M | 31k | 151.76 |
| 2022-12-31 | $4.6M | 32k | 145.07 |
| 2022-09-30 | $292k | 2.3k | 128.13 |
| 2022-06-30 | $233k | 1.7k | 137.46 |
| 2022-03-31 | $4.5M | 29k | 155.53 |
| 2021-12-31 | $5.7M | 37k | 156.63 |
| 2021-09-30 | $5.1M | 35k | 145.72 |
| 2021-06-30 | $5.1M | 34k | 147.65 |
| 2021-03-31 | $4.9M | 35k | 141.25 |
| 2020-12-31 | $4.6M | 36k | 128.24 |
| 2020-09-30 | $3.4M | 31k | 112.47 |
| 2020-06-30 | $1.3M | 12k | 108.23 |
| 2020-03-31 | $1.8M | 19k | 96.27 |
| 2019-12-31 | $3.3M | 26k | 130.08 |