iShares S&P 500 Value Index shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.9k | 206.51 |
| 2025-06-30 | $1.2M | 5.9k | 195.42 |
| 2025-03-31 | $1.1M | 5.9k | 190.58 |
| 2024-12-31 | $1.1M | 5.9k | 190.88 |
| 2024-09-30 | $1.2M | 5.9k | 197.17 |
| 2024-06-30 | $1.1M | 6.0k | 182.01 |
| 2024-03-31 | $1.1M | 6.0k | 186.81 |
| 2023-12-31 | $1.0M | 6.0k | 173.89 |
| 2023-09-30 | $932k | 6.1k | 153.84 |
| 2023-06-30 | $977k | 6.1k | 161.19 |
| 2023-03-31 | $966k | 6.4k | 151.76 |
| 2022-12-31 | $925k | 6.4k | 145.07 |
| 2022-09-30 | $982k | 7.6k | 128.52 |
| 2022-06-30 | $1.1M | 7.6k | 137.42 |
| 2022-03-31 | $1.2M | 7.6k | 155.74 |
| 2021-12-31 | $1.2M | 7.8k | 156.58 |
| 2021-09-30 | $1.1M | 7.8k | 145.41 |
| 2021-06-30 | $1.1M | 7.8k | 147.59 |
| 2021-03-31 | $1.1M | 8.0k | 141.25 |
| 2020-12-31 | $1.0M | 8.0k | 127.99 |
More positions owned by Windward Private Wealth Management
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