iShares S&P 500 Value Index shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.5k | 207.89 |
| 2025-06-30 | $1.4M | 7.3k | 197.82 |
| 2025-03-31 | $1.2M | 7.0k | 178.31 |
| 2024-12-31 | $1.3M | 7.0k | 188.17 |
| 2024-09-30 | $1.4M | 7.0k | 195.22 |
| 2024-06-30 | $1.3M | 7.0k | 186.03 |
| 2024-03-31 | $1.3M | 7.0k | 184.24 |
| 2023-12-31 | $1.2M | 7.0k | 174.98 |
| 2023-09-30 | $1.1M | 7.0k | 154.04 |
| 2023-06-30 | $994k | 6.1k | 163.78 |
| 2023-03-31 | $297k | 2.0k | 151.45 |