iShares S&P 500 Value Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $28M | 151k | 186.86 |
| 2023-12-31 | $44M | 251k | 174.62 |
| 2023-09-30 | $6.2M | 40k | 153.84 |
| 2023-06-30 | $13M | 80k | 161.19 |
| 2023-03-31 | $5.3M | 35k | 151.76 |
| 2022-12-31 | $7.5M | 51k | 145.07 |
| 2022-09-30 | $2.5M | 19k | 128.54 |
| 2022-06-30 | $8.7M | 64k | 137.46 |
| 2022-03-31 | $9.0M | 58k | 155.73 |
| 2021-12-31 | $4.6M | 30k | 156.64 |
| 2021-09-30 | $6.3M | 43k | 145.43 |
| 2021-06-30 | $4.7M | 32k | 147.64 |
| 2021-03-31 | $3.2M | 23k | 141.23 |
| 2020-12-31 | $1.2M | 9.6k | 127.97 |
| 2020-09-30 | $2.0M | 18k | 112.46 |
| 2020-06-30 | $1.9M | 17k | 108.22 |
| 2020-03-31 | $2.8M | 30k | 96.23 |
| 2019-12-31 | $8.9M | 69k | 130.09 |
| 2019-09-30 | $2.5M | 21k | 119.14 |
| 2019-06-30 | $10M | 88k | 116.57 |
| 2019-03-31 | $5.6M | 49k | 112.74 |
| 2018-12-31 | $1.8M | 18k | 101.14 |
| 2018-09-30 | $2.1M | 18k | 115.83 |
| 2018-06-30 | $269k | 2.4k | 110.11 |
| 2018-03-31 | $282k | 2.6k | 109.43 |
| 2017-12-31 | $221k | 1.9k | 114.09 |