iShares S&P 500 Value Index shares owned by West Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group 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 Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 204k | 206.49 |
| 2025-06-30 | $39M | 198k | 196.60 |
| 2025-03-31 | $39M | 204k | 190.33 |
| 2024-12-31 | $33M | 171k | 190.88 |
| 2024-09-30 | $32M | 160k | 197.17 |
| 2024-06-30 | $29M | 158k | 182.01 |
| 2024-03-31 | $29M | 155k | 186.81 |