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iShares S&P 500 Value Index shares owned by WealthTrak Capital Management

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

Historical chart of WealthTrak Capital Management 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 WealthTrak Capital Management 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 WealthTrak Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 13k 211.15

More positions owned by WealthTrak Capital Management

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Index Shs Fds State Street Spd (SPDW)
Tidal Trust Ii Return Stckd Us (RSST)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Goldman Sachs Physical Gold Unit (AAAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPYV)
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust State Street Spd (MDYV)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for WealthTrak Capital Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index