iShares S&P 500 Value Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 10k | 173.89 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $2.2M | 13k | 161.19 |
| 2023-03-31 | $2.1M | 14k | 151.76 |
| 2022-12-31 | $2.1M | 14k | 145.07 |
| 2022-09-30 | $3.5M | 27k | 128.51 |
| 2022-06-30 | $4.8M | 35k | 137.45 |
| 2022-03-31 | $4.6M | 30k | 155.72 |
| 2021-12-31 | $3.3M | 21k | 156.64 |
| 2021-09-30 | $2.1M | 15k | 145.40 |
| 2021-06-30 | $1.9M | 13k | 147.65 |
| 2021-03-31 | $1.8M | 13k | 141.27 |
| 2020-12-31 | $1.6M | 13k | 128.02 |
| 2020-09-30 | $1.4M | 13k | 112.42 |
| 2020-06-30 | $1.2M | 12k | 108.18 |
| 2020-03-31 | $1.7M | 17k | 96.28 |
| 2019-12-31 | $6.1M | 47k | 130.09 |
| 2019-09-30 | $5.6M | 47k | 119.13 |
| 2019-06-30 | $5.6M | 48k | 116.56 |
| 2019-03-31 | $5.3M | 47k | 112.74 |
| 2018-12-31 | $4.8M | 47k | 101.14 |
| 2018-09-30 | $6.0M | 52k | 115.84 |
| 2018-06-30 | $5.5M | 50k | 110.14 |
| 2018-03-31 | $3.9M | 38k | 104.03 |
| 2017-12-31 | $5.0M | 44k | 114.23 |
| 2017-09-30 | $4.3M | 40k | 107.91 |
| 2017-06-30 | $4.1M | 39k | 104.95 |
| 2017-03-31 | $3.9M | 38k | 104.03 |
| 2016-12-31 | $3.8M | 37k | 101.39 |
| 2016-09-30 | $2.6M | 28k | 94.96 |
| 2016-06-30 | $2.3M | 25k | 92.91 |
| 2016-03-31 | $2.2M | 24k | 89.93 |