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

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

Historical chart of Keebeck 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 Keebeck 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.2M 28k 182.01
2024-03-31 $5.2M 28k 186.81
2022-12-31 $215k 1.5k 145.07
2022-09-30 $204k 1.6k 128.54
2022-06-30 $344k 2.5k 137.66

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Keebeck Wealth Management

Top funds holding iShares S&P 500 Value Index

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Us Bancorp
CWM
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Cetera Investment Advisers

View all funds holding iShares S&P 500 Value Index