49 Wealth Management »

iShares S&P 500 Value Index shares owned by 49 Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 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 49 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.2M 36k 227.06

More positions owned by 49 Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Elevation Series Trust Polen Divid Etf (DIVZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Rbb Fund Trust Pathfinder Disc (PFDE)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for 49 Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index