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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
2026-06-30 $219k 965 226.95
2026-03-31 $203k 961 211.17
2025-12-31 $203k 958 212.04

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Core Equity Et Shs Creat Unit (CGUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Community West Bancshares (CWBC)
Capital Group Growth Etf Shs Creat Unit (CGGR)

View all positions for Bridgewealth Advisory Group

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