iShares S&P 500 Value Index shares owned by Western Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western 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 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 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 51k | 197.17 |
| 2024-06-30 | $8.7M | 48k | 182.01 |
| 2024-03-31 | $8.9M | 47k | 186.81 |
| 2023-12-31 | $8.5M | 49k | 173.89 |
| 2023-09-30 | $7.4M | 48k | 153.84 |
| 2023-06-30 | $7.5M | 47k | 161.19 |
| 2023-03-31 | $7.1M | 47k | 151.76 |
| 2022-12-31 | $6.9M | 47k | 145.07 |
| 2022-09-30 | $12M | 93k | 128.85 |
| 2022-06-30 | $13M | 93k | 137.50 |
| 2022-03-31 | $15M | 95k | 155.72 |
| 2021-12-31 | $7.3M | 47k | 156.65 |
| 2021-06-30 | $7.1M | 48k | 147.73 |
| 2021-03-31 | $6.5M | 46k | 141.24 |
| 2020-12-31 | $5.8M | 45k | 128.03 |
| 2020-09-30 | $6.0M | 53k | 112.45 |
| 2020-06-30 | $6.0M | 55k | 108.21 |
| 2020-03-31 | $5.4M | 56k | 96.25 |
| 2019-12-31 | $7.7M | 59k | 130.08 |
| 2019-09-30 | $6.8M | 57k | 119.30 |
| 2019-06-30 | $6.4M | 55k | 116.64 |
| 2019-03-31 | $6.2M | 55k | 112.66 |
| 2018-12-31 | $5.4M | 53k | 101.11 |