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iShares S&P 500 Value Index shares owned by Wealth Watch Advisors

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

Historical chart of Wealth Watch Advisors 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 Watch Advisors 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 Watch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 378 206.51

More positions owned by Wealth Watch Advisors

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Calamos Etf Tr Autocallable Inc (CAIE)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Listed Fds Tr Spear Alpha Etf (SPRX)

View all positions for Wealth Watch Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index