iShares S&P 500 Value Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma 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 Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $119k | 638 | 186.81 |
| 2023-12-31 | $111k | 638 | 173.89 |
| 2023-09-30 | $98k | 638 | 153.84 |
| 2023-06-30 | $105k | 638 | 164.33 |
| 2023-03-31 | $99k | 638 | 154.39 |
| 2022-12-31 | $93k | 638 | 145.07 |
| 2022-09-30 | $82k | 638 | 128.53 |
| 2022-06-30 | $88k | 638 | 137.93 |
| 2022-03-31 | $99k | 638 | 155.17 |
| 2016-12-31 | $20k | 200 | 100.00 |