iShares S&P 500 Value Index shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $37M | 168k | 220.05 |
| 2025-12-31 | $21M | 99k | 216.29 |
| 2025-09-30 | $19M | 90k | 207.89 |
| 2025-06-30 | $18M | 89k | 198.67 |
| 2025-03-31 | $17M | 89k | 190.58 |
| 2024-12-31 | $17M | 84k | 197.17 |
| 2024-06-30 | $15M | 85k | 182.01 |
| 2024-03-31 | $15M | 80k | 186.81 |
| 2023-12-31 | $14M | 80k | 173.89 |
| 2023-09-30 | $13M | 83k | 153.84 |
| 2023-06-30 | $1.3M | 8.0k | 161.19 |
| 2023-03-31 | $1.4M | 9.1k | 151.76 |
| 2022-12-31 | $443k | 2.9k | 152.99 |
| 2022-09-30 | $421k | 3.2k | 131.36 |
| 2022-06-30 | $410k | 2.9k | 139.12 |
| 2022-03-31 | $608k | 3.9k | 156.30 |
| 2021-12-31 | $608k | 4.0k | 153.85 |
| 2021-09-30 | $610k | 4.0k | 153.54 |
| 2021-06-30 | $455k | 3.1k | 148.02 |
| 2021-03-31 | $277k | 1.9k | 143.37 |
| 2020-12-31 | $253k | 1.9k | 130.95 |
| 2020-09-30 | $225k | 1.9k | 117.92 |
| 2020-06-30 | $868k | 7.3k | 118.51 |
| 2020-03-31 | $614k | 5.8k | 106.58 |
| 2019-12-31 | $3.1M | 24k | 130.13 |
| 2019-09-30 | $2.0M | 17k | 118.85 |
| 2019-06-30 | $904k | 7.6k | 119.69 |
More positions owned by Wealth Enhancement Advisory Services
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