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iShares S&P 500 Value Index shares owned by Bridgewealth Advisory Group

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

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 958 212.04

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Series Trust State Street Spd (SPYG)
United Security Bancshares (UBFO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding iShares S&P 500 Value Index

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