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

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

Historical chart of Clear Wave 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 Clear Wave 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 Clear Wave Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 49k 211.15

More positions owned by Clear Wave Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Call Put Option
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Div Grwth (DGRO)
Jpmorgan Chase & Co Call Put Option
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Min Vol (USMV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Wave Wealth Management

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