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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
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index