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iShares S&P 500 Value Index shares owned by Greenup Street Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Greenup Street Wealth Management from 13F filings

Historical chart of Greenup Street Wealth Management 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 Greenup Street 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 Greenup Street Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 114k 186.81
2023-12-31 $29M 166k 173.89
2023-09-30 $19M 126k 153.84
2023-06-30 $19M 121k 161.19
2023-03-31 $13M 89k 151.76
2022-12-31 $15M 101k 145.07
2022-09-30 $13M 97k 128.52
2022-06-30 $12M 84k 137.46
2022-03-31 $3.7M 24k 155.72
2021-12-31 $1.5M 9.4k 156.66