iShares S&P 500 Value Index shares owned by Welch Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Welch Investments
from 13F filings
Historical chart of Welch Investments investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Welch Investments 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 Welch Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-12-31 | $268k | 2.3k | 114.24 |
| 2017-09-30 | $253k | 2.3k | 107.84 |
| 2017-06-30 | $267k | 2.5k | 105.08 |
| 2017-03-31 | $264k | 2.5k | 103.90 |
| 2016-12-31 | $267k | 2.6k | 101.33 |