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iShares S&P 500 Value Index shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 17k 196.35
2024-06-30 $3.1M 17k 182.01
2024-03-31 $3.0M 16k 181.10

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

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