Priebe Wealth Holdings »

iShares S&P 500 Value Index shares owned by Priebe Wealth Holdings

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

Historical chart of Priebe Wealth Holdings 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 Priebe Wealth Holdings 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 Priebe Wealth Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $670k 3.6k 186.81
2023-12-31 $657k 3.8k 173.89

More positions owned by Priebe Wealth Holdings

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ark Etf Tr Next Gnrtn Inter (ARKW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Adams Express Company (ADX)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Priebe Wealth Holdings

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