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

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

Historical chart of Fiscal Wisdom 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 Fiscal Wisdom 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 Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $555k 2.6k 212.07
2025-09-30 $295k 1.4k 208.00

More positions owned by Fiscal Wisdom Wealth Management

Gold Resource Corporation (GORO)
Endeavour Silver Corp (EXK)
Dakota Gold Corp (DC)
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE)
Spdr Series Trust State Street Spd (SPYM)
Equinox Gold Corp equities (EQX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Silvercorp Metals (SVM)
Apple (AAPL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Purecycle Technologies (PCT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Microsoft Corporation (MSFT)

View all positions for Fiscal Wisdom Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index