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

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

Historical chart of Filbrandt 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 Filbrandt 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 Filbrandt Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $363k 2.5k 145.26
2021-06-30 $369k 2.5k 147.66
2021-03-31 $353k 2.5k 141.26
2020-12-31 $320k 2.5k 128.05
2020-09-30 $281k 2.5k 112.45
2020-06-30 $270k 2.5k 108.04
2020-03-31 $241k 2.5k 96.44
2019-12-31 $366k 2.8k 129.88

More positions owned by Filbrandt Wealth Management

Schwab Strategic Tr us lrg cap etf (SCHX)
Schwab U S Small Cap ETF (SCHA)
Sch Us Mid-cap Etf etf (SCHM)
Vanguard Mega Cap 300 Value Index ETF (MGV)
iShares Russell Midcap Value Index (IWS)
Spdr S&p 500 Etf (SPY)
SPDR S&P MidCap 400 ETF (MDY)
Ishares Tr etf msci usa (ESGU)
Schwab U S Large Cap Growth ETF (SCHG)
iShares S&P SmallCap 600 Index (IJR)
NVR (NVR)
Schwab U S Broad Market ETF (SCHB)
Schwab International Equity ETF (SCHF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)

View all positions for Filbrandt 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