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

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

Historical chart of LongView 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 LongView 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 1.9k 206.46
2025-06-30 $366k 1.9k 195.39
2025-03-31 $353k 1.9k 190.60
2024-12-31 $382k 2.0k 190.90
2024-09-30 $412k 2.1k 197.21
2024-06-30 $401k 2.2k 181.97
2024-03-31 $413k 2.2k 186.81
2023-12-31 $364k 2.1k 173.96

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstar Grwt (ILCG)
Apple (AAPL)
Home Depot (HD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Genuine Parts Company (GPC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for LongView Wealth Management

Top funds holding iShares S&P 500 Value Index

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