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iShares S&P 500 Value Index shares owned by WealthStone

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

Historical chart of WealthStone 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 WealthStone 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 WealthStone

Quarter filed Position value Share count Share price at filing
2021-03-31 $239k 1.7k 141.09
2020-12-31 $208k 1.6k 128.24

More positions owned by WealthStone

Ishares TRUST Equities (MUB)
Ishares Core S&P 500 ETF Equities (IVV)
Ishares BarCap Aggregate Bond Index Equities (AGG)
Ishares Russell 1000 Index Equities (IWB)
Goldman Sachs Acss Invmt Grd Corp Bd ETF Equities (GIGB)
Vanguard Corp Bond Etf Equities (VCIT)
Microsoft Corp. Equities (MSFT)
Amazon Equities (AMZN)
Ishares Core S&P Small-Cap ETF Equities (IJR)
Ncino Equities
Facebook Inc Class A Equities (META)
Shyft Group Equities (SHYF)
Google Inc Class A Equities (GOOGL)
Johnson & Johnson Equities (JNJ)
Google Inc Class C Equities (GOOG)

View all positions for WealthStone

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index