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

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

Historical chart of Elevation 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 Elevation 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 Elevation Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $541k 2.6k 211.17

More positions owned by Elevation Wealth Management

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Active Growth (JGRO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Elevation Wealth Management

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