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iShares S&P 500 Value Index shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 12k 197.17
2024-06-30 $2.0M 11k 182.02

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Mega Cap Index (MGC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for MA Private Wealth

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