iShares S&P 500 Value Index shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $799k | 4.1k | 197.17 |
| 2024-06-30 | $700k | 3.8k | 182.01 |
| 2024-03-31 | $708k | 3.8k | 186.83 |
| 2023-09-30 | $12k | 80 | 154.18 |
| 2023-06-30 | $13k | 80 | 161.55 |
| 2023-03-31 | $12k | 80 | 151.58 |
| 2022-12-31 | $12k | 80 | 144.21 |
| 2022-09-30 | $10k | 79 | 128.62 |
| 2022-06-30 | $11k | 79 | 136.62 |
| 2022-03-31 | $12k | 78 | 156.08 |