Argo Wealth Advisory »

iShares S&P 500 Value Index shares owned by Argo Wealth Advisory

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

Historical chart of Argo Wealth Advisory 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 Argo Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Argo Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 1.6k 212.07

More positions owned by Argo Wealth Advisory

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Abbvie (ABBV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard World Inf Tech Etf (VGT)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cisco Systems (CSCO)
Costco Wholesale Corporation (COST)

View all positions for Argo Wealth Advisory

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index