iShares S&P 500 Value Index shares owned by Wick Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wick Capital Partners
from 13F filings
Historical chart of Wick Capital Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Wick Capital Partners 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 Wick Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $810k | 3.3k | 246.91 |
| 2025-09-30 | $799k | 3.9k | 206.51 |
| 2025-06-30 | $729k | 14k | 53.78 |
| 2025-03-31 | $711k | 3.7k | 190.58 |
| 2024-12-31 | $789k | 4.1k | 190.88 |
| 2024-09-30 | $815k | 4.1k | 197.17 |
| 2024-06-30 | $778k | 4.3k | 182.01 |
| 2023-09-30 | $561k | 3.6k | 153.84 |
| 2023-06-30 | $507k | 3.1k | 161.19 |
| 2023-03-31 | $477k | 3.1k | 151.67 |
| 2022-12-31 | $856k | 5.9k | 144.99 |
| 2022-09-30 | $880k | 6.9k | 128.47 |
| 2022-06-30 | $1.9M | 14k | 137.47 |
| 2022-03-31 | $4.1M | 27k | 155.73 |
| 2021-12-31 | $3.9M | 25k | 156.64 |