Perissos Private Wealth Management »

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

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

Historical chart of Perissos Private 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 Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $271k 1.4k 190.88
2024-09-30 $275k 1.4k 197.17
2024-06-30 $1.2M 6.4k 182.01

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Global Tech Etf (IXN)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index