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

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

Historical chart of Level 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 Level 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $492k 2.4k 206.50
2025-06-30 $369k 1.9k 195.41

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)

View all positions for Level Wealth Management

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index