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

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.6M 50k 173.90
2023-09-30 $7.7M 50k 153.84
2023-06-30 $7.6M 47k 161.19
2023-03-31 $7.0M 46k 151.76
2022-12-31 $6.4M 44k 145.07
2022-09-30 $5.7M 45k 128.51
2022-06-30 $7.2M 52k 137.46
2022-03-31 $7.4M 48k 155.72
2021-12-31 $6.4M 41k 156.64

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index