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iShares S&P 500 Value Index shares owned by Resolute Wealth Strategies

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

Historical chart of Resolute Wealth Strategies 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 Resolute Wealth Strategies 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 Resolute Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 24k 197.17
2024-06-30 $4.5M 25k 182.01
2024-03-31 $4.6M 25k 186.81
2023-12-31 $7.0M 41k 173.89
2023-09-30 $6.1M 40k 153.84
2023-06-30 $6.4M 40k 161.19
2023-03-31 $6.1M 40k 151.76

More positions owned by Resolute Wealth Strategies

Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Taiwan Semiconductor Mfg Adr (TSM)
Blackstone Secd Lending Cef (BXSL)
Spdr Gold Shares Etf (GLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Caterpillar Stock (CAT)
Ishares S&p 500 Value Etf Etf (IVE)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Active Growth Etf Etf (JGRO)
Blackstone Stock (BX)
Jpmorgan Active Value Etf Etf (JAVA)

View all positions for Resolute Wealth Strategies

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