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iShares S&P 500 Value Index shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $130k 574 227.06
2023-09-30 $15k 100 153.84

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl A (GOOGL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Visa Com Cl A (V)

View all positions for Buck Wealth Strategies

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index