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iShares S&P 500 Value Index shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 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 OMNI 360 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 OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $746k 3.8k 197.17
2024-06-30 $621k 3.4k 182.01
2024-03-31 $468k 2.5k 186.81

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 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