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iShares S&P 500 Value Index shares owned by Madson Wealth Advisors

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

Historical chart of Madson Wealth Advisors 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 Madson Wealth Advisors 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 Madson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 4.9k 211.14

More positions owned by Madson Wealth Advisors

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Madson Wealth Advisors

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