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

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

Historical chart of Spectrum Wealth Counsel 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 Counsel 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 Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $15M 80k 190.58
2024-12-31 $13M 66k 190.88
2024-09-30 $13M 68k 197.17
2024-06-30 $12M 66k 182.01
2024-03-31 $1.8M 9.6k 186.81
2023-12-31 $1.7M 9.6k 173.89

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index