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iShares S&P 500 Value Index shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 1.3k 211.99
2021-03-31 $55k 391 140.67
2020-12-31 $50k 389 128.53
2020-06-30 $41k 381 107.61
2019-12-31 $31k 239 129.71

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Ii Peakshares Rmr (PRMR)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Pimco Etf Tr 0-5 High Yield (HYS)
Amazon (AMZN)

View all positions for RMR Wealth Builders

Top funds holding iShares S&P 500 Value Index

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