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

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

Historical chart of Foguth 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 Foguth 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 Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $904k 4.8k 186.82

More positions owned by Foguth Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
RBB Us Treas 5 Yr Nt (UFIV)
RBB Us Treasr 10 Yr (UTEN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

View all positions for Foguth Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index