iShares S&P 500 Value Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $325k | 1.7k | 196.66 |
| 2024-06-30 | $301k | 1.7k | 182.01 |
| 2024-03-31 | $308k | 1.7k | 186.81 |
| 2023-12-31 | $287k | 1.7k | 173.89 |
| 2023-09-30 | $254k | 1.7k | 153.84 |
| 2023-06-30 | $274k | 1.7k | 161.19 |
| 2023-03-31 | $251k | 1.7k | 151.76 |
| 2022-12-31 | $240k | 1.7k | 145.07 |
| 2022-09-30 | $212k | 1.7k | 128.41 |
| 2022-06-30 | $226k | 1.7k | 136.89 |
| 2022-03-31 | $258k | 1.7k | 156.27 |
| 2021-12-31 | $258k | 1.7k | 156.27 |
| 2021-09-30 | $264k | 1.8k | 145.13 |
| 2021-06-30 | $280k | 1.9k | 147.21 |
| 2021-03-31 | $268k | 1.9k | 140.90 |
| 2020-12-31 | $258k | 2.0k | 127.91 |
| 2020-09-30 | $273k | 2.4k | 112.35 |
| 2020-06-30 | $262k | 2.4k | 107.82 |
| 2019-12-31 | $1.1M | 8.7k | 130.03 |
| 2019-09-30 | $1.0M | 8.8k | 119.04 |
| 2019-06-30 | $988k | 8.5k | 116.48 |
| 2019-03-31 | $914k | 8.1k | 112.66 |
| 2018-12-31 | $772k | 7.6k | 101.13 |