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

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

Historical chart of Gen-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 Gen-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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 16k 190.89
2024-09-30 $3.1M 16k 195.89
2024-06-30 $2.7M 15k 182.01
2024-03-31 $2.7M 14k 186.81

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Walmart Stock (WMT)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
International Business Machs Stock (IBM)
Mcdonalds Corp Stock (MCD)

View all positions for Gen-Wealth Partners

Top funds holding iShares S&P 500 Value Index

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Cetera Investment Advisers
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CWM

View all funds holding iShares S&P 500 Value Index