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

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

Historical chart of RMG 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 RMG 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 120 224.58
2025-09-30 $25k 120 208.58
2025-06-30 $24k 120 197.36

More positions owned by RMG Wealth Management

Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
Ishares Morningstar Mid-cap Etf Mrgstr Md Cp Etf (IMCB)
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Bloomberg Short (BWZ)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB)
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf State Street Spd (SPIB)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mid-cap Index Fund Etf Shares Mid Cap Etf (VO)
Inspire 100 Etf Inspire 100 Etf (BIBL)

View all positions for RMG Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index