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

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

Historical chart of Wealth Care 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 Wealth Care 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 Wealth Care

Quarter filed Position value Share count Share price at filing
2026-03-31 $503k 2.4k 211.14

More positions owned by Wealth Care

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400vl Etf (IJJ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wealth Care

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Pnc Financial Services
Park Avenue Securities
Mml Investors Services
Lido Advisors
Raymond James Financial

View all funds holding iShares S&P 500 Value Index