TL Private Wealth »

iShares S&P 500 Value Index shares owned by TL Private Wealth

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

Historical chart of TL Private Wealth 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 TL Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by TL Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 1.2k 204.23
2025-06-30 $248k 1.3k 197.13
2025-03-31 $209k 1.2k 168.40
2024-12-31 $226k 1.2k 192.69

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr High Yld Systm B (HYDB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for TL Private Wealth

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