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

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

Historical chart of Segment 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 Segment 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 1.3k 197.17
2024-06-30 $243k 1.3k 182.01
2024-03-31 $223k 1.2k 186.81

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
S&p Global (SPGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Wal-Mart Stores (WMT)
Cintas Corporation (CTAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Asml Holding N V N Y Registry Shs (ASML)
Intuit (INTU)
Home Depot (HD)

View all positions for Segment 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