Watts Gwilliam & Co »

iShares S&P 500 Value Index shares owned by Watts Gwilliam & Co

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

Historical chart of Watts Gwilliam & Co 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 Watts Gwilliam & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 78k 184.70

More positions owned by Watts Gwilliam & Co

NVIDIA Corporation (NVDA)
Intel Corporation (INTC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ensign (ENSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)

View all positions for Watts Gwilliam & Co

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Cetera Investment Advisers

View all funds holding iShares S&P 500 Value Index