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iShares S&P 500 Value Index shares owned by Nelson, Van Denburg & Campbell Wealth Management

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

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 13k 206.50
2025-06-30 $2.7M 14k 195.42
2025-03-31 $2.6M 14k 190.58
2024-12-31 $2.6M 14k 190.89
2024-09-30 $2.8M 14k 197.18
2024-06-30 $2.7M 15k 182.02
2024-03-31 $3.0M 16k 186.82
2023-12-31 $2.9M 16k 173.89
2023-09-30 $2.7M 17k 153.84
2023-06-30 $2.8M 18k 161.19
2023-03-31 $2.7M 18k 151.76
2022-12-31 $2.8M 19k 145.07
2022-09-30 $2.5M 19k 128.47
2022-06-30 $2.7M 20k 137.41
2022-03-31 $3.1M 20k 155.69
2021-12-31 $3.9M 25k 156.62
2021-09-30 $3.8M 26k 145.41
2021-06-30 $4.4M 30k 147.63
2021-03-31 $4.6M 33k 141.21
2020-12-31 $4.6M 36k 127.99
2020-09-30 $4.1M 37k 112.45
2020-06-30 $4.0M 37k 108.21
2020-03-31 $3.6M 38k 96.23
2019-12-31 $4.9M 37k 130.07
2019-09-30 $4.6M 39k 119.12
2019-06-30 $4.5M 39k 116.57
2019-03-31 $4.5M 40k 112.73
2018-12-31 $4.0M 39k 101.13
2018-09-30 $4.5M 39k 115.84
2018-06-30 $4.3M 39k 110.13
2018-03-31 $4.3M 39k 109.33
2017-12-31 $4.0M 35k 114.24
2017-09-30 $3.6M 34k 107.92
2017-06-30 $3.4M 33k 104.97
2017-03-31 $3.1M 29k 104.03
2016-12-31 $2.8M 27k 101.38
2016-09-30 $2.5M 26k 94.97
2016-06-30 $2.4M 26k 92.88
2016-03-31 $2.1M 24k 89.94
2015-12-31 $711k 8.0k 88.58
2015-09-30 $580k 6.9k 83.98
2015-06-30 $639k 6.9k 92.19
2015-03-31 $700k 7.6k 92.58
2014-12-31 $725k 7.7k 93.78
2014-09-30 $782k 8.7k 90.12
2014-06-30 $825k 9.1k 90.32
2014-03-31 $898k 10k 86.92
2013-12-31 $1.1M 13k 85.46

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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