iShares S&P 500 Value Index shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 68k | 186.81 |
| 2023-12-31 | $404k | 2.3k | 173.89 |
| 2023-09-30 | $357k | 2.3k | 154.68 |
| 2023-06-30 | $348k | 2.2k | 161.19 |
| 2023-03-31 | $276k | 1.8k | 151.76 |
| 2022-12-31 | $308k | 2.1k | 145.09 |
| 2022-09-30 | $345k | 2.7k | 128.59 |
| 2022-06-30 | $545k | 4.0k | 137.38 |
| 2022-03-31 | $591k | 3.8k | 155.81 |
| 2021-12-31 | $557k | 3.6k | 156.50 |
| 2021-09-30 | $250k | 1.7k | 145.35 |
| 2021-06-30 | $299k | 2.0k | 147.73 |
More positions owned by Steel Peak Wealth Management
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