iShares S&P 500 Value Index shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 13k | 197.17 |
| 2024-06-30 | $2.4M | 13k | 182.01 |
| 2024-03-31 | $2.5M | 13k | 186.81 |
| 2023-12-31 | $2.4M | 14k | 173.89 |
| 2023-09-30 | $2.1M | 14k | 153.84 |
| 2023-06-30 | $2.2M | 14k | 161.19 |
| 2023-03-31 | $2.1M | 14k | 151.76 |
| 2022-12-31 | $1.9M | 13k | 145.07 |
| 2022-09-30 | $1.7M | 12k | 137.46 |
| 2022-06-30 | $1.7M | 12k | 137.46 |
| 2022-03-31 | $1.8M | 11k | 155.75 |
| 2021-12-31 | $1.8M | 12k | 156.65 |
| 2021-09-30 | $2.0M | 14k | 145.43 |
| 2021-06-30 | $2.3M | 16k | 147.66 |
| 2021-03-31 | $1.5M | 11k | 141.29 |
| 2020-12-31 | $1.0M | 7.9k | 128.02 |
| 2020-09-30 | $489k | 4.4k | 112.41 |
| 2020-06-30 | $260k | 2.7k | 96.15 |
| 2020-03-31 | $260k | 2.7k | 96.15 |
| 2019-12-31 | $352k | 2.7k | 130.18 |
| 2019-09-30 | $322k | 2.7k | 119.08 |
| 2019-06-30 | $273k | 2.7k | 100.96 |
| 2019-03-31 | $309k | 2.7k | 114.28 |
| 2018-12-31 | $273k | 2.7k | 100.96 |
More positions owned by WealthBridge Capital Management
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