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iShares S&P 500 Value Index shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $65k 350 186.81
2023-12-31 $61k 350 173.89

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
Indexiq Iq MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Vaneck Natural MF Closed and MF Open (HAP)
Jp Morgan MF Closed and MF Open (JMUB)
Spdr Portfolio MF Closed and MF Open (SPTM)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Msci MF Closed and MF Open (CWI)
Pgim Ultra MF Closed and MF Open (PULS)

View all positions for IAG Wealth Partners

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index