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iShares S&P 500 Value Index shares owned by Forefront Wealth Partners

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

Historical chart of Forefront Wealth Partners 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 Forefront Wealth Partners 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 Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 13k 206.51
2025-06-30 $2.2M 12k 191.92

More positions owned by Forefront Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Ftse Int Gvt Etf (WIP)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Vanguard World Extended Dur (EDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Mbs Etf (MBB)

View all positions for Forefront Wealth Partners

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