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

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

Historical chart of CarsonAllaria 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 CarsonAllaria 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 CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 148 187.74
2023-12-31 $6.7k 38 176.26
2023-09-30 $4.2k 27 154.96
2023-06-30 $4.1k 25 162.48
2023-03-31 $3.8k 25 152.44
2022-12-31 $6.0k 40 150.00
2022-09-30 $11k 87 126.44
2022-06-30 $9.0k 65 138.46
2022-03-31 $182k 1.2k 155.82
2021-12-31 $573k 3.7k 156.77

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index