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iShares S&P 500 Value Index shares owned by WealthTrust Arizona

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

Historical chart of WealthTrust Arizona 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 WealthTrust Arizona 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 WealthTrust Arizona

Quarter filed Position value Share count Share price at filing
2018-12-31 $125k 1.2k 100.97
2018-09-30 $142k 1.2k 115.54

More positions owned by WealthTrust Arizona

Invesco Exchange Traded Fd T dynmc lrg valu (PWV)
Schwab Strategic Tr us lrg cap etf (SCHX)
Invesco Qqq Trust Series 1 (QQQ)
Sch Us Mid-cap Etf etf (SCHM)
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG)
Schwab U S Small Cap ETF (SCHA)
SPDR S&P Dividend (SDY)
Fidelity Bond Etf (FBND)
Invesco Bulletshares 2020 Corp
Vanguard Total Stock Market ETF (VTI)
Vanguard REIT ETF (VNQ)
iShares S&P 500 Index (IVV)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares S&P SmallCap 600 Index (IJR)
Apple (AAPL)

View all positions for WealthTrust Arizona

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