iShares S&P 500 Value Index shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.3M | 9.2k | 145.07 |
| 2022-09-30 | $1.2M | 9.2k | 128.57 |
| 2022-06-30 | $1.3M | 9.2k | 137.42 |
| 2022-03-31 | $1.4M | 9.2k | 155.74 |
| 2021-12-31 | $1.4M | 9.2k | 156.61 |
| 2021-09-30 | $1.3M | 9.2k | 145.38 |
| 2021-06-30 | $1.4M | 9.2k | 147.67 |
| 2021-03-31 | $1.3M | 9.2k | 141.24 |
| 2020-12-31 | $1.2M | 9.2k | 128.04 |
| 2020-09-30 | $1.0M | 9.2k | 112.44 |
| 2020-06-30 | $992k | 9.2k | 108.19 |
| 2020-03-31 | $891k | 9.3k | 96.25 |
| 2019-12-31 | $1.1M | 8.8k | 130.11 |
| 2019-09-30 | $456k | 3.8k | 119.03 |
| 2019-06-30 | $99k | 848 | 116.75 |
| 2019-03-31 | $93k | 828 | 112.32 |
| 2018-12-31 | $93k | 920 | 101.09 |
| 2018-09-30 | $107k | 919 | 116.43 |
| 2018-06-30 | $106k | 964 | 109.96 |
| 2018-03-31 | $124k | 1.1k | 110.32 |
| 2017-12-31 | $125k | 1.1k | 111.31 |
| 2017-09-30 | $120k | 1.1k | 108.30 |
| 2017-06-30 | $166k | 1.6k | 105.67 |
| 2017-03-31 | $159k | 1.5k | 103.72 |
| 2016-12-31 | $103k | 1.0k | 99.04 |
More positions owned by YorkBridge Wealth Partners
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