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iShares S&P 500 Value Index shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 42k 197.17
2024-06-30 $7.7M 42k 182.01
2024-03-31 $8.1M 44k 186.81

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for TSA Wealth Managment

Top funds holding iShares S&P 500 Value Index

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Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index