Walser Wealth Management Company, A Ltd Liability »

iShares S&P 500 Value Index shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 950 211.23

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Global X Fds Global X Uranium (URA)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)
Sprott Fds Tr Uranium Miners E (URNM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Freeport Mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Teucrium Commodity Tr Wheat Fd (WEAT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Teucrium Commodity Tr Corn Fd Shs (CORN)
Ishares Tr Ibonds 2026 Term (IBHF)
Vaneck Etf Trust Uranium And Nucl (NLR)

View all positions for Walser Wealth Management Company, A Ltd Liability

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