Reston Wealth Management »

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

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

Historical chart of Reston 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 Reston 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 Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $74k 377 197.06

More positions owned by Reston Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Reston Wealth Management

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