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
2024-09-30 $113k 574 197.17
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

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr Msci India Etf (INDA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Ishares Msci Spain Etf (EWP)
Select Sector Spdr Tr Indl (XLI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Tradewinds Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index