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

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

Historical chart of Hobbs 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 Hobbs 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 Hobbs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 36k 206.51
2025-06-30 $6.8M 35k 195.42
2025-03-31 $4.2M 22k 190.88

More positions owned by Hobbs Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Global X Fds Defense Tech Etf (SHLD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Microsoft Corporation (MSFT)

View all positions for Hobbs Wealth Management

Top funds holding iShares S&P 500 Value Index

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