iShares S&P 500 Value Index shares owned by WFA of San Diego
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20k | 100 | 197.17 |
| 2023-09-30 | $15k | 100 | 153.84 |
| 2023-06-30 | $16k | 100 | 161.19 |
| 2022-12-31 | $15k | 100 | 145.07 |
| 2022-06-30 | $14k | 100 | 140.00 |