iShares S&P 500 Value Index shares owned by Executive Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $480k | 2.6k | 185.67 |
| 2023-12-31 | $448k | 2.6k | 173.92 |
| 2023-09-30 | $406k | 2.6k | 153.87 |
| 2023-06-30 | $414k | 2.6k | 161.23 |
| 2023-03-31 | $389k | 2.6k | 151.81 |
| 2022-12-31 | $563k | 3.9k | 145.10 |
| 2022-09-30 | $402k | 402 | 1000.00 |
| 2022-06-30 | $437k | 3.2k | 137.21 |
| 2019-09-30 | $145k | 1.2k | 118.56 |
| 2019-06-30 | $150k | 1.3k | 116.64 |
| 2019-03-31 | $144k | 1.3k | 112.59 |
| 2018-12-31 | $131k | 1.3k | 101.47 |
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