iShares S&P 500 Value Index shares owned by Wimmer Associates 1
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Wimmer Associates 1
from 13F filings
Historical chart of Wimmer Associates 1 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 Wimmer Associates 1 consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Wimmer Associates 1
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 1.7k | 206.51 |
| 2025-06-30 | $322k | 1.7k | 195.42 |
| 2025-03-31 | $313k | 1.7k | 189.63 |
| 2024-12-31 | $315k | 1.7k | 190.88 |
| 2024-09-30 | $325k | 1.7k | 197.17 |
| 2024-06-30 | $300k | 1.7k | 182.01 |
| 2024-03-31 | $308k | 1.7k | 186.81 |
| 2023-09-30 | $254k | 1.7k | 153.84 |
| 2023-06-30 | $266k | 1.7k | 161.19 |
| 2023-03-31 | $250k | 1.7k | 151.71 |
| 2022-12-31 | $239k | 1.7k | 145.07 |
| 2022-09-30 | $236k | 1.7k | 143.03 |
| 2022-06-30 | $227k | 1.7k | 137.58 |
| 2022-03-31 | $257k | 1.7k | 155.76 |
| 2021-12-31 | $258k | 1.7k | 156.36 |
| 2021-09-30 | $240k | 1.7k | 145.45 |
| 2021-06-30 | $244k | 1.7k | 147.88 |
| 2021-03-31 | $233k | 1.7k | 141.21 |
| 2020-12-31 | $211k | 1.7k | 127.88 |
| 2019-12-31 | $215k | 1.7k | 130.30 |