iShares S&P 500 Value Index shares owned by Wealth Quarterback
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealth Quarterback
from 13F filings
Historical chart of Wealth Quarterback 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 Wealth Quarterback consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Wealth Quarterback
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 969 | 206.57 |
| 2024-09-30 | $289k | 1.5k | 197.22 |
| 2024-06-30 | $267k | 1.5k | 182.03 |
| 2024-03-31 | $265k | 1.4k | 186.80 |
| 2023-09-30 | $237k | 1.5k | 153.89 |
| 2023-06-30 | $301k | 1.9k | 161.15 |
| 2023-03-31 | $311k | 2.1k | 151.76 |
| 2022-12-31 | $370k | 2.5k | 145.06 |
| 2022-09-30 | $370k | 2.9k | 128.47 |
| 2022-06-30 | $419k | 3.1k | 137.38 |
| 2021-09-30 | $665k | 4.6k | 145.55 |
| 2021-06-30 | $685k | 4.6k | 147.76 |
| 2020-12-31 | $2.7M | 21k | 128.03 |
| 2020-09-30 | $2.1M | 20k | 108.21 |
| 2020-06-30 | $2.1M | 20k | 108.21 |
| 2020-03-31 | $1.7M | 18k | 95.34 |
| 2019-12-31 | $1.3M | 10k | 130.27 |
| 1987-03-31 | $526k | 3.4k | 155.67 |