iShares S&P 500 Value Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $551k | 2.6k | 212.07 |
| 2025-09-30 | $537k | 2.6k | 206.51 |
| 2025-06-30 | $508k | 2.6k | 195.42 |
| 2025-03-31 | $496k | 2.6k | 190.58 |
| 2024-12-31 | $561k | 2.9k | 190.88 |
| 2024-09-30 | $513k | 2.6k | 197.17 |
| 2024-06-30 | $473k | 2.6k | 181.73 |
| 2024-03-31 | $486k | 2.6k | 186.81 |
| 2023-12-31 | $452k | 2.6k | 173.89 |
| 2023-09-30 | $400k | 2.6k | 153.84 |
| 2023-06-30 | $500k | 3.1k | 161.19 |
| 2023-03-31 | $395k | 2.6k | 151.76 |
| 2022-12-31 | $377k | 2.6k | 145.07 |
| 2022-09-30 | $334k | 2.6k | 128.46 |
| 2022-06-30 | $357k | 2.6k | 137.31 |
| 2022-03-31 | $405k | 2.6k | 155.77 |
| 2021-12-31 | $407k | 2.6k | 156.54 |
| 2021-09-30 | $378k | 2.6k | 145.38 |
| 2021-06-30 | $384k | 2.6k | 147.69 |
| 2021-03-31 | $397k | 2.8k | 141.28 |
| 2020-12-31 | $360k | 2.8k | 128.11 |
| 2020-09-30 | $316k | 2.8k | 112.46 |
| 2020-06-30 | $304k | 2.8k | 108.19 |
| 2020-03-31 | $270k | 2.8k | 96.09 |
| 2019-12-31 | $366k | 2.8k | 130.25 |
| 2019-09-30 | $335k | 2.8k | 119.22 |
| 2019-06-30 | $328k | 2.8k | 116.73 |
| 2019-03-31 | $317k | 2.8k | 112.81 |
| 2018-12-31 | $284k | 2.8k | 101.07 |
| 2018-09-30 | $326k | 2.8k | 116.01 |
| 2018-06-30 | $309k | 2.8k | 109.96 |
| 2018-03-31 | $307k | 2.8k | 109.25 |
| 2017-12-31 | $560k | 4.9k | 114.29 |
| 2011-06-30 | $201k | 3.3k | 61.79 |
| 2011-03-31 | $206k | 3.3k | 63.33 |