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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
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