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iShares S&P 500 Value Index shares owned by TMD Wealth Management

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

Historical chart of TMD Wealth Management 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 TMD Wealth Management 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 TMD Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 7.0k 153.84
2023-06-30 $1.2M 7.2k 161.19
2023-03-31 $1.1M 7.2k 151.76
2022-12-31 $1.5M 11k 145.06

More positions owned by TMD Wealth Management

Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Matthews Asia Fds Asia Innov Activ (MINV)
Listed Fd Tr Horizon Kinetics (INFL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Agf Invts Tr Us Market Netrl (BTAL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Gold Tr Ishares New (IAU)
Oaktree Specialty Lending Corp (OCSL)
Apple (AAPL)

View all positions for TMD Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index