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

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

Historical chart of Orgel 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 Orgel 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 8.4k 227.06

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Orgel Wealth Management

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