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

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

Historical chart of Rockwood 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 Rockwood 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 1.7k 206.57
2025-06-30 $264k 1.4k 195.49
2025-03-31 $258k 1.4k 190.65
2024-12-31 $323k 1.7k 190.68
2024-06-30 $410k 2.3k 182.01

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Short Maturity M (MEAR)
Spdr Series Trust Portfolio Short (SPSB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Rockwood Wealth Management

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
UBS Group
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BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index