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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
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)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Blackstone Secd Lending Cef (BXSL)
Caterpillar Stock (CAT)
Spdr Gold Shares Etf (GLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Blackstone Stock (BX)
Spdr S&p 500 Etf Trust Etf (SPY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)
Amgen Stock (AMGN)
Renasant Corp Stock (RNST)

View all positions for Resolute Wealth Strategies

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index