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

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

Historical chart of Watershed Private 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 Watershed Private 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 39k 173.88
2023-09-30 $5.8M 38k 153.84
2023-06-30 $6.2M 38k 161.19
2023-03-31 $6.0M 40k 151.76
2022-12-31 $5.7M 39k 145.07

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index