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iShares S&P 500 Value Index shares owned by Maia Wealth

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

Historical chart of Maia 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 Maia 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 Maia Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 25k 197.79
2024-06-30 $3.9M 21k 186.52

More positions owned by Maia Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Nasdaq-100
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
Ishares Tr Esg Awr Msci Usa (ESGU)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)

View all positions for Maia 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