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iShares S&P 500 Value Index shares owned by WealthCollab

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

Historical chart of WealthCollab 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 WealthCollab 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 WealthCollab

Quarter filed Position value Share count Share price at filing
2024-09-30 $90k 458 197.17
2024-06-30 $86k 458 186.81
2024-03-31 $86k 458 186.81
2023-12-31 $80k 458 173.89

More positions owned by WealthCollab

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Index Fds Real Estate Etf (VNQ)
Ssr Mining (SSRM)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Apple (AAPL)

View all positions for WealthCollab

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index