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

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

Historical chart of Kiley Juergens 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 Kiley Juergens 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 Kiley Juergens Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $898k 4.3k 211.15
2017-12-31 $4.0k 37 108.11

More positions owned by Kiley Juergens Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Broadcom (AVGO)
Ishares Tr Morningstar Grwt (ILCG)
Caterpillar (CAT)
Starbucks Corporation (SBUX)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Kiley Juergens Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index