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

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

Historical chart of Centurion 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 Centurion 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 Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 13k 190.89
2024-09-30 $2.4M 12k 197.16
2024-03-31 $2.2M 12k 186.80

More positions owned by Centurion Wealth Management

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Total Usd (IUSB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Nushares Etf Tr Nuveen Pfd & Inc (NPFI)

View all positions for Centurion Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index