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iShares S&P 500 Value Index shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $38k 168 227.06

More positions owned by Spectrum Wealth Advisory Group

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Federated Hermes Etf Trust Mdt Large Cap (FLCC)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
John Hancock Exchange Traded Multi Intl Etf (JHMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Tcw Etf Trust Flexible Income (FLXR)
Apple (AAPL)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust St Inter Etf (SPTI)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Spectrum Wealth Advisory Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index