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iShares S&P 500 Value Index shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 7.8k 197.31
2024-06-30 $1.4M 7.5k 186.63

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

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