Axim Planning & Wealth »

iShares S&P 500 Value Index shares owned by Axim Planning & Wealth

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

Historical chart of Axim Planning & Wealth 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 Axim Planning & Wealth 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 Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 1.0k 197.17

More positions owned by Axim Planning & Wealth

Ehang Hldgs Ads (EH)
John Hancock Pref. Income Fund II (HPF)
Carnival Corp Unit 99/99/9999 (CCL)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Nio Spon Ads (NIO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)

View all positions for Axim Planning & Wealth

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
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