Wealthgarden F.s »

iShares S&P 500 Value Index shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 1.8k 197.17

More positions owned by Wealthgarden F.s

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Select Sector Spdr Tr Technology (XLK)

View all positions for Wealthgarden F.s

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