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

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

Historical chart of High Point 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 High Point 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 High Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 9.8k 212.07

More positions owned by High Point Wealth Management

Ishares Dj Us Technology Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Fidelity High Dividend Etf Etf (FDVV)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
State Street Spdr S&p Software & Services Etf Etf (XSW)
Public Svc Enterprise Grp Stock (PEG)
Southern Stock (SO)
Ishares Tr High Divid Equity Etf (HDV)
Ishares S&p 500 Index Etf (IVV)
First Trust Cloud Computing Etf Etf (SKYY)
Consolidated Edison Stock (ED)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Medical Devices Etf Etf (IHI)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Health Care Reit Reit (WELL)

View all positions for High Point Wealth Management

Top funds holding iShares S&P 500 Value Index

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