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iShares S&P 500 Value Index shares owned by Semus Wealth Partners

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

Historical chart of Semus Wealth Partners 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 Semus Wealth Partners 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 Semus Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 2.4k 197.17
2024-06-30 $333k 1.8k 182.01
2024-03-31 $309k 1.7k 186.81

More positions owned by Semus Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Ft Vest Ris (RDVI)

View all positions for Semus Wealth Partners

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