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iShares S&P 500 Value Index shares owned by Cardinal Strategic Wealth Guidance

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

Historical chart of Cardinal Strategic Wealth Guidance 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 Cardinal Strategic Wealth Guidance 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 Cardinal Strategic Wealth Guidance

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 66 197.18
2024-06-30 $12k 66 182.02
2024-03-31 $79k 420 186.81

More positions owned by Cardinal Strategic Wealth Guidance

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Global Tech Etf (IXN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Cardinal Strategic Wealth Guidance

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index