Correct Capital Wealth Management »

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

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

Historical chart of Correct Capital 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 Correct Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Correct Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $243k 1.3k 182.01
2024-03-31 $249k 1.3k 186.81
2023-12-31 $232k 1.3k 173.89

More positions owned by Correct Capital Wealth Management

Jpmorgan Active Growth Etf Etf (JGRO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Fidelity Total Bond Etf Etf (FBND)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Pgim Ultra Short Bond Etf Etf (PULS)
Victoryshares Core Plus Intermediate Bond Etf Etf (UBND)
Core Scientific Stock (CORZ)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Ishares High Yield Systematic Bond Etf Etf (HYDB)
Pgim Total Return Bond Etf Etf (PTRB)
Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Correct Capital 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
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index