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iShares S&P 500 Value Index shares owned by McNaughton Wealth Management

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

Historical chart of McNaughton Wealth Management 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 McNaughton Wealth Management 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 McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 62k 206.51
2025-06-30 $12M 61k 195.42
2025-03-31 $10M 55k 190.58

More positions owned by McNaughton Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds Mid Cap Etf (VO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Future Ai & Tech (ARTY)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for McNaughton Wealth Management

Top funds holding iShares S&P 500 Value Index

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View all funds holding iShares S&P 500 Value Index