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iShares S&P 500 Value Index shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $128k 634 201.54
2024-06-30 $118k 634 185.30
2024-03-31 $115k 634 181.08
2023-12-31 $111k 634 174.82

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index