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

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

Historical chart of Pines 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 Pines 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 Pines Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 18k 206.51
2025-06-30 $3.7M 19k 198.67
2025-03-31 $3.1M 19k 168.34
2024-12-31 $3.4M 18k 188.18

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines Wealth Management

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
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Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index