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iShares S&P 500 Value Index shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 891 230.49

More positions owned by Waterfront Wealth

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 0-3 Mth Treasury (SGOV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Proshares Tr Large Cap Cre (CSM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Adams Express Company (ADX)
Royce Value Trust (RVT)
T Rowe Price Exchange-traded Cap App Prem Etf (TCAL)
BlackRock Enhanced Dividend Achievers Tr (BDJ)

View all positions for Waterfront Wealth

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index