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

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 18k 197.18
2024-06-30 $3.3M 18k 182.01
2024-03-31 $3.3M 18k 186.81
2023-12-31 $1.9M 11k 173.88
2023-09-30 $1.7M 11k 153.84
2023-06-30 $1.7M 11k 161.19
2023-03-31 $1.6M 11k 151.76
2022-12-31 $1.5M 11k 145.06
2022-09-30 $1.4M 11k 128.48
2022-06-30 $1.5M 11k 137.45
2022-03-31 $2.0M 13k 152.83
2021-12-31 $1.8M 12k 156.60
2021-09-30 $1.6M 11k 145.42
2021-06-30 $1.5M 10k 147.59
2021-03-31 $1.4M 10k 141.25
2020-12-31 $302k 2.4k 127.91
2020-09-30 $275k 2.5k 112.11
2020-06-30 $6.3M 58k 108.21
2020-03-31 $5.7M 59k 96.24
2019-12-31 $21M 161k 130.09
2019-09-30 $19M 162k 119.14
2019-06-30 $19M 162k 116.57
2019-03-31 $19M 164k 112.74
2018-12-31 $16M 162k 101.14
2018-09-30 $13M 109k 116.52
2018-06-30 $20M 184k 110.84
2018-03-31 $19M 177k 109.34
2017-12-31 $21M 181k 114.24
2017-09-30 $21M 197k 107.91
2017-06-30 $21M 198k 104.96
2017-03-31 $29M 276k 103.66
2016-12-31 $28M 271k 101.78
2016-09-30 $12M 133k 93.56
2016-06-30 $9.4M 101k 92.90

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index