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iShares S&P 500 Value Index shares owned by Walled Lake Planning & Wealth Management

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

Historical chart of Walled Lake Planning & 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 Walled Lake Planning & 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 Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $209k 1.1k 182.07

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Apple (AAPL)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Gilead Sciences (GILD)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Lockheed Martin Corporation (LMT)
Cisco Systems (CSCO)
Vanguard High Dividend ETF High Div Yld (VYM)
Juniper Networks (JNPR)
Altria (MO)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth 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
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index