iShares S&P 500 Value Index shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Western Pacific Wealth Management 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 Western Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $59k | 301 | 197.40 |
| 2024-06-30 | $55k | 301 | 182.23 |
| 2024-03-31 | $56k | 301 | 187.03 |
| 2023-12-31 | $52k | 300 | 173.89 |
| 2023-09-30 | $46k | 300 | 153.84 |
| 2023-06-30 | $102k | 631 | 161.19 |
| 2023-03-31 | $306k | 2.0k | 151.76 |
| 2022-12-31 | $293k | 2.0k | 145.07 |
| 2022-09-30 | $259k | 2.0k | 128.47 |
| 2022-06-30 | $363k | 2.6k | 137.14 |
| 2022-03-31 | $412k | 2.6k | 155.65 |
| 2021-12-31 | $414k | 2.6k | 156.40 |
More positions owned by Western Pacific Wealth Management
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