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

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

Historical chart of BKM 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 BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 65k 197.17
2024-06-30 $12M 66k 182.01
2024-03-31 $12M 64k 186.81
2023-12-31 $11M 62k 173.89

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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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