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iShares S&P 500 Value Index shares owned by 180 Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by 180 Wealth Advisors from 13F filings

Historical chart of 180 Wealth Advisors 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 180 Wealth Advisors 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 180 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 1.1k 197.17
2024-03-31 $208k 1.1k 186.81

More positions owned by 180 Wealth Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Mannkind Corp Com New (MNKD)
Broadcom (AVGO)
Vanguard Specialized Funds Div App Etf (VIG)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Costco Wholesale Corporation (COST)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Msci Glb Slv&mtl (SLVP)
Alphabet Cap Stk Cl C (GOOG)

View all positions for 180 Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index