iShares S&P 500 Value Index shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Wealth Effects 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 Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 6.0k | 197.17 |
| 2024-06-30 | $1.1M | 6.0k | 182.01 |
| 2024-03-31 | $1.1M | 6.0k | 186.81 |
| 2023-12-31 | $1.0M | 6.0k | 173.89 |
| 2023-09-30 | $920k | 6.0k | 153.84 |
| 2023-06-30 | $964k | 6.0k | 161.19 |
| 2023-03-31 | $911k | 6.0k | 151.76 |
| 2022-12-31 | $870k | 6.0k | 145.07 |