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iShares S&P 500 Value Index shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 Financial & Tax Architects 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 Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 1.1k 197.17

More positions owned by Financial & Tax Architects

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
International Business Machines (IBM)
Wal-Mart Stores (WMT)
Lowe's Companies (LOW)
Abbvie (ABBV)

View all positions for Financial & Tax Architects

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