Priebe Wealth Holdings »

iShares S&P 500 Value Index shares owned by Priebe Wealth Holdings

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

Historical chart of Priebe Wealth Holdings 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 Priebe Wealth Holdings 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 Priebe Wealth Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $633k 3.2k 197.17
2024-06-30 $638k 3.5k 182.01
2024-03-31 $670k 3.6k 186.81
2023-12-31 $657k 3.8k 173.89

More positions owned by Priebe Wealth Holdings

Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ark Etf Tr Next Gnrtn Inter (ARKW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Adams Express Company (ADX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Priebe Wealth Holdings

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