iShares S&P 500 Value Index shares owned by Signature Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Signature Wealth Management Partners
from 13F filings
Historical chart of Signature Wealth Management Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Signature Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 56k | 186.81 |
| 2023-12-31 | $9.1M | 52k | 173.89 |
| 2023-09-30 | $7.7M | 50k | 153.84 |
| 2023-06-30 | $7.7M | 48k | 161.19 |
| 2023-03-31 | $6.6M | 44k | 151.76 |
| 2022-12-31 | $6.5M | 45k | 145.07 |
| 2022-09-30 | $5.4M | 42k | 128.53 |
| 2022-06-30 | $5.7M | 41k | 137.47 |
| 2022-03-31 | $6.3M | 40k | 155.73 |
| 2021-12-31 | $6.3M | 40k | 156.63 |
| 2021-09-30 | $6.0M | 41k | 145.43 |
| 2021-06-30 | $6.0M | 41k | 147.65 |
| 2021-03-31 | $5.5M | 39k | 141.24 |
| 2020-12-31 | $4.9M | 38k | 128.01 |
More positions owned by Signature Wealth Management Partners
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