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iShares S&P 500 Value Index shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth Advisors 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 Consilio Wealth Advisors 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 Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 1.1k 227.06

More positions owned by Consilio Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Vanguard Total World Stock Etf Etf (VT)
Cgdv - Capital Group Dividend Value Etf Etf (CGDV)
Lqd - Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Stip - Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Nvidia Corporation Stock (NVDA)

View all positions for Consilio Wealth Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index