iShares S&P 500 Value Index shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 12k | 173.90 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 161.19 |
| 2023-03-31 | $1.8M | 12k | 151.75 |
| 2022-12-31 | $1.7M | 12k | 145.07 |
| 2022-09-30 | $1.7M | 13k | 128.50 |
| 2022-06-30 | $1.8M | 13k | 137.47 |
| 2022-03-31 | $2.1M | 14k | 155.69 |
| 2021-12-31 | $2.1M | 14k | 156.63 |
| 2021-09-30 | $2.0M | 14k | 145.41 |
| 2021-06-30 | $2.1M | 14k | 147.67 |
| 2021-03-31 | $2.0M | 14k | 141.27 |
| 2020-12-31 | $1.9M | 15k | 128.00 |