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

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

Historical chart of FLP 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 FLP 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 FLP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 1.9k 206.49
2025-06-30 $449k 2.3k 195.43
2025-03-31 $430k 2.3k 190.62
2024-12-31 $114k 599 190.92

More positions owned by FLP Wealth Management

Wal-Mart Stores (WMT)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Core Msci Emkt (IEMG)

View all positions for FLP Wealth Management

Top funds holding iShares S&P 500 Value Index

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CWM
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Envestnet Portfolio Solutions

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