iShares S&P 500 Value Index shares owned by Wedbush Morgan Securities
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wedbush Morgan Securities
from 13F filings
Historical chart of Wedbush Morgan Securities investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Wedbush Morgan Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Wedbush Morgan Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.9k | 206.57 |
| 2025-06-30 | $897k | 4.6k | 195.42 |
| 2025-03-31 | $1.7M | 9.1k | 190.61 |
| 2024-12-31 | $1.3M | 6.8k | 190.80 |
| 2024-09-30 | $1.3M | 6.7k | 197.15 |
| 2024-06-30 | $1.1M | 6.0k | 182.03 |
| 2024-03-31 | $1.0M | 5.4k | 186.76 |
| 2023-12-31 | $983k | 5.7k | 173.86 |
| 2023-09-30 | $2.2M | 14k | 153.87 |
| 2023-06-30 | $2.4M | 15k | 161.19 |
| 2023-03-31 | $2.6M | 17k | 151.75 |
| 2022-12-31 | $1.6M | 11k | 145.11 |
| 2022-09-30 | $1.4M | 11k | 128.54 |
| 2022-06-30 | $1.5M | 11k | 137.49 |
| 2022-03-31 | $1.5M | 9.6k | 155.75 |
| 2021-12-31 | $1.2M | 7.6k | 156.59 |
| 2021-09-30 | $691k | 4.8k | 145.41 |
| 2021-06-30 | $701k | 4.8k | 147.58 |
| 2021-03-31 | $622k | 4.4k | 141.17 |