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iShares S&P 500 Value Index shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners 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 Madison Wealth Partners 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 Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 1.1k 206.48
2025-06-30 $210k 1.1k 195.50
2025-03-31 $209k 1.1k 190.61

More positions owned by Madison Wealth Partners

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Madison Wealth Partners

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