iShares S&P 500 Value Index shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Zrc Wealth Management 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 Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 1.0k | 206.48 |
| 2025-06-30 | $195k | 998 | 195.35 |
| 2025-03-31 | $189k | 993 | 190.66 |
| 2024-12-31 | $189k | 990 | 190.79 |
| 2024-09-30 | $194k | 984 | 197.17 |
| 2024-06-30 | $178k | 978 | 182.08 |
| 2024-03-31 | $182k | 974 | 186.77 |
| 2023-12-31 | $149k | 965 | 153.84 |
| 2023-09-30 | $149k | 965 | 153.84 |
| 2023-06-30 | $156k | 965 | 161.19 |
| 2023-03-31 | $146k | 965 | 151.76 |