iShares S&P 500 Value Index shares owned by Woodmont Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Woodmont Investment Counsel
from 13F filings
Historical chart of Woodmont Investment Counsel investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Woodmont Investment Counsel 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 Woodmont Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 1.8k | 206.51 |
| 2025-06-30 | $353k | 1.8k | 195.42 |
| 2025-03-31 | $340k | 1.8k | 190.58 |
| 2024-12-31 | $341k | 1.8k | 190.88 |
| 2024-09-30 | $352k | 1.8k | 197.17 |
| 2024-06-30 | $325k | 1.8k | 182.01 |
| 2024-03-31 | $334k | 1.8k | 186.81 |
| 2023-12-31 | $312k | 1.8k | 173.89 |
| 2023-09-30 | $253k | 1.6k | 153.84 |
| 2023-06-30 | $265k | 1.6k | 161.19 |
| 2023-03-31 | $243k | 1.6k | 151.76 |
| 2022-12-31 | $218k | 1.5k | 145.07 |
| 2022-06-30 | $206k | 1.5k | 137.24 |
| 2022-03-31 | $234k | 1.5k | 155.90 |
| 2021-12-31 | $235k | 1.5k | 156.56 |
| 2021-09-30 | $218k | 1.5k | 145.24 |
| 2021-06-30 | $222k | 1.5k | 147.90 |
| 2021-03-31 | $210k | 1.5k | 141.32 |
More positions owned by Woodmont Investment Counsel
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