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iShares S&P 500 Value Index shares owned by Salus Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Salus Financial Advisors from 13F filings

Historical chart of Salus Financial Advisors 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 Salus Financial Advisors 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 Salus Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 2.0k 206.51
2025-06-30 $384k 2.0k 195.42
2025-03-31 $375k 2.0k 190.58

More positions owned by Salus Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Fidelity Covington Trust Enhanced Small (FESM)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)
Ishares Tr Msci Eafe Etf (EFA)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Salus Financial Advisors

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