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iShares S&P 500 Value Index shares owned by Tradewinds

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

Historical chart of Tradewinds 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 Tradewinds 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 Tradewinds

Quarter filed Position value Share count Share price at filing
2023-09-30 $257k 1.7k 153.84
2023-03-31 $259k 1.7k 151.76
2022-09-30 $277k 2.2k 128.54
2022-06-30 $303k 2.2k 137.29

More positions owned by Tradewinds

Vaneck Vectors Semiconductor Etf semiconductor (SMH)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Apple (AAPL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Visa Inc Class A Com Cl A (V)
Berkshire Hathaway Inc Series B Cl B New (BRK.B)
Alphabet Inc Non Voting Cap Stk Cl C Cap Stk Cl C (GOOG)
Air Products & Chemicals (APD)
Jpmorgan Etf Ultra-short Income Ultra Shrt Inc (JPST)
Costco Wholesale Corporation (COST)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Msci (MSCI)
Duke Energy Corp Com New (DUK)

View all positions for Tradewinds

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
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