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iShares S&P 500 Value Index shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $5.9M 26k 228.28
2026-06-30 $1.9M 8.4k 227.07
2026-03-31 $2.1M 9.8k 211.16
2025-12-31 $2.3M 11k 212.07
2025-09-30 $1.8M 8.6k 206.52
2025-06-30 $1.8M 9.1k 195.42
2025-03-31 $1.7M 8.9k 190.57
2024-12-31 $1.6M 8.4k 190.89
2024-09-30 $1.7M 8.6k 197.17
2024-06-30 $1.6M 8.7k 182.00
2024-03-31 $1.5M 8.2k 186.80
2023-12-31 $1.2M 6.8k 173.88
2023-09-30 $999k 6.5k 153.83
2023-06-30 $985k 6.1k 161.19
2023-03-31 $923k 6.1k 151.76
2022-12-31 $840k 5.8k 145.07
2022-09-30 $663k 5.2k 128.49
2022-06-30 $595k 4.3k 137.57
2022-03-31 $584k 3.7k 155.82
2021-12-31 $481k 3.1k 156.73
2021-09-30 $489k 3.4k 145.45
2021-06-30 $534k 3.6k 147.55
2021-03-31 $373k 2.6k 141.18
2020-12-31 $312k 2.4k 127.92
2020-09-30 $229k 2.0k 112.59
2020-03-31 $139k 1.4k 95.99
2019-12-31 $188k 1.4k 130.37
2019-09-30 $113k 946 119.45
2019-06-30 $110k 945 116.40
2019-03-31 $102k 909 112.21
2018-12-31 $92k 907 101.43
2018-09-30 $143k 1.2k 115.98
2018-06-30 $147k 1.3k 110.44
2018-03-31 $98k 894 109.62
2017-12-31 $100k 877 114.03
2017-09-30 $48k 442 108.60
2016-06-30 $8.0k 82 97.56

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust ST STR SP600 SML (SPSM)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Aggre Etf (SPAB)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Wealthcare Advisory Partners

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index