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iShares S&P 500 Value Index shares owned by Accretive Wealth Partners

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

Historical chart of Accretive Wealth Partners 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 Accretive Wealth Partners 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 Accretive Wealth Partners

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

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Sp Smcp600vl Etf (IJS)
Apple (AAPL)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Fair Isaac Corporation (FICO)
Progressive Corporation (PGR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Accretive Wealth Partners

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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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