Tradewinds Capital Management »

iShares S&P 500 Value Index shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital 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 Tradewinds Capital 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $100k 547 182.01
2022-03-31 $65k 420 154.76
2021-12-31 $66k 420 157.14
2021-09-30 $61k 420 145.24
2021-06-30 $43k 292 147.26

More positions owned by Tradewinds Capital Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Gold Tr Ishares New (IAU)
Ishares Msci Jpn Etf New (EWJ)
Ishares Msci Aust Etf (EWA)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Msci Germany Etf (EWG)
Proshares Tr K1 Fre Crd Oil (OILK)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)

View all positions for Tradewinds Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
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Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Cetera Investment Advisers

View all funds holding iShares S&P 500 Value Index