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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
2024-03-31 $501k 2.7k 186.79
2023-12-31 $490k 2.8k 173.87

More positions owned by Wealthstar Advisors

Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Intrm Gov Cr Etf (GVI)
Texas Instruments Incorporated (TXN)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
RBB Us Treas 3 Mnth (TBIL)
Etf Ser Solutions Nationwide Nasdq (NUSI)
Amazon (AMZN)
Sixth Street Specialty Lending (TSLX)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Total Usd (IUSB)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Pimco Dynamic Income SHS (PDI)

View all positions for Wealthstar Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index