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

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

Historical chart of Quadcap 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 Quadcap 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 Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $624k 3.6k 173.89

More positions owned by Quadcap Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Microsoft Corporation (MSFT)
Entergy Corporation (ETR)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Duke Energy Corp Com New (DUK)

View all positions for Quadcap 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