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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
2025-09-30 $221k 1.1k 206.51
2025-06-30 $209k 1.1k 195.42
2024-09-30 $211k 1.1k 197.17

More positions owned by Accretive Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr S&P SML 600 GWT (IJT)
Progressive Corporation (PGR)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Accretive Wealth Partners

Top funds holding iShares S&P 500 Value Index

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