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iShares S&P 500 Value Index shares owned by Fairway Wealth

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

Historical chart of Fairway Wealth 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 Fairway Wealth 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 Fairway Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 1.6k 197.17
2024-06-30 $291k 1.6k 182.01
2024-03-31 $299k 1.6k 186.81

More positions owned by Fairway Wealth

Vanguard Short Term Infl-protected Etf (VTIP)
Ishares S&p 500 Index Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Wisdomtree Large Cap Dividend Etf (DLN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Eafe Etf (IEFA)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Total International Bond Etf Etf (BNDX)
Powershares Qqq Tr Etf (QQQ)

View all positions for Fairway Wealth

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