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

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

Historical chart of FSR 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 FSR 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 FSR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 1.2k 206.51
2025-06-30 $207k 1.1k 195.42

More positions owned by FSR Wealth Management

Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Elevation Series Trust Trueshares Quart (QBER)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Allianzim Eq Buf (JULU)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Elevation Series Trust Trueshares Seaso (ONEZ)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Meta Platforms Cl A (META)
Elevation Series Trust Trueshares Struc (SEPZ)
Aim Etf Products Trust Allianzim U S La (SIXF)

View all positions for FSR Wealth Management

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