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iShares S&P 500 Value Index shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 22k 173.89
2023-09-30 $3.3M 22k 153.11
2023-06-30 $3.5M 22k 161.19
2023-03-31 $3.5M 23k 151.76
2022-12-31 $5.3M 37k 145.07
2022-09-30 $4.9M 38k 128.51
2022-06-30 $5.3M 38k 137.46
2022-03-31 $6.1M 39k 155.72
2021-12-31 $5.3M 34k 156.63
2021-09-30 $4.5M 31k 145.41
2021-06-30 $3.0M 20k 147.64
2021-03-31 $2.8M 20k 141.23
2020-12-31 $2.5M 19k 128.01
2020-09-30 $1.9M 17k 112.44
2020-06-30 $1.7M 16k 108.21
2020-03-31 $1.5M 16k 96.25
2019-12-31 $2.1M 16k 130.12
2019-09-30 $2.0M 16k 122.29
2019-06-30 $1.9M 16k 116.55
2019-03-31 $1.7M 15k 112.71
2018-12-31 $1.4M 14k 101.14

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares S&P 500 Value Index

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UBS Group
Stifel Financial
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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