iShares S&P 500 Value Index shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Westshore Wealth 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 Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 1.9k | 206.54 |
| 2025-06-30 | $362k | 1.9k | 195.46 |
| 2024-12-31 | $351k | 1.8k | 190.92 |
| 2024-09-30 | $360k | 1.8k | 197.19 |
| 2024-06-30 | $331k | 1.8k | 181.98 |
| 2024-03-31 | $338k | 1.8k | 186.83 |
| 2023-12-31 | $313k | 1.8k | 173.89 |
| 2023-09-30 | $274k | 1.8k | 153.84 |
| 2023-06-30 | $287k | 1.8k | 161.19 |
| 2023-03-31 | $269k | 1.8k | 151.75 |
| 2022-12-31 | $256k | 1.8k | 145.05 |
| 2022-09-30 | $224k | 1.7k | 128.44 |
| 2022-06-30 | $240k | 1.7k | 137.61 |
| 2022-03-31 | $270k | 1.7k | 155.44 |