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iShares S&P 500 Value Index shares owned by Wealthstar Advisors

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

Historical chart of Wealthstar 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 Wealthstar 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 Wealthstar Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $494k 2.6k 190.91
2024-03-31 $501k 2.7k 186.79
2023-12-31 $490k 2.8k 173.87

More positions owned by Wealthstar Advisors

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Texas Instruments Incorporated (TXN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr U.s. Tech Etf (IYW)
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)
Ishares Tr Intrm Gov Cr Etf (GVI)
Sixth Street Specialty Lending (TSLX)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Wealthstar Advisors

Top funds holding iShares S&P 500 Value Index

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LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
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Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index