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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
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 Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Growth Etf Etf (JGRO)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Apple Stock (AAPL)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)

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

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