iShares S&P 500 Value Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch 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 West Branch 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 1.4k | 206.51 |
| 2025-06-30 | $265k | 1.4k | 195.42 |
| 2025-03-31 | $258k | 1.4k | 190.58 |
| 2024-12-31 | $259k | 1.4k | 190.88 |
| 2024-09-30 | $267k | 1.4k | 197.17 |
| 2024-06-30 | $247k | 1.4k | 182.01 |
| 2024-03-31 | $253k | 1.4k | 186.81 |
| 2023-12-31 | $236k | 1.4k | 173.89 |
| 2023-09-30 | $209k | 1.4k | 153.84 |
| 2023-06-30 | $218k | 1.4k | 161.19 |
| 2023-03-31 | $206k | 1.4k | 151.76 |
| 2022-12-31 | $197k | 1.4k | 145.07 |
| 2022-09-30 | $187k | 1.5k | 128.52 |
| 2022-06-30 | $186k | 1.4k | 137.27 |
| 2022-03-31 | $211k | 1.4k | 155.72 |
| 2021-12-31 | $212k | 1.4k | 156.46 |
| 2021-09-30 | $197k | 1.4k | 145.39 |
| 2021-06-30 | $200k | 1.4k | 147.60 |