Peck Wealth Management »

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

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

Historical chart of Peck 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 Peck Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Peck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $41k 194 211.15
2025-12-31 $41k 194 212.07
2025-09-30 $40k 194 206.51

More positions owned by Peck Wealth Management

Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Apple (AAPL)
Jpmorgan Income Etf Etf (JPIE)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Invesco Aerospace & Defense Etf Etf (PPA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Jpmorgan Active Bond Etf Etf (JBND)
Global X U.s. Infrastructure Development Etf Etf (PAVE)
Amazon (AMZN)
International Business Machines (IBM)
Jpmorgan International Research Enhanced Equityetf Etf (JIRE)
Invesco Large Cap Growthetf Etf (PWB)
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)
Tesla Motors (TSLA)

View all positions for Peck Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index