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

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

Historical chart of Angeles 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 Angeles 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $433k 2.0k 212.07

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Japan Etf (EWJ)
Spdr Series Trust State Street Spd (SJNK)

View all positions for Angeles Wealth Management

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
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View all funds holding iShares S&P 500 Value Index