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

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

Historical chart of Magnolia 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 Magnolia 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 1.2k 211.15

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Apple Stock (AAPL)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)

View all positions for Magnolia Private Wealth

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