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iShares S&P 500 Value Index shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers 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 Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 916 227.16
2023-03-31 $418k 2.8k 151.77

More positions owned by Strategic Wealth Designers

Spdr Series Trust St Inter Etf (SPTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Exchange Listed Fds Tr Banc Us Larg Etf (BCUS)
Amazon (AMZN)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Broadcom (AVGO)
Spdr Series Trust St Lon Treas Etf (SPTL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Exchange Listed Fds Tr Bancreek Int Lc (BCIL)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Strategic Wealth Designers

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