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iShares S&P 500 Value Index shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 7.0k 184.24
2023-12-31 $1.2M 7.0k 174.98
2023-09-30 $1.1M 7.0k 154.04
2023-06-30 $994k 6.1k 163.78
2023-03-31 $297k 2.0k 151.45

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding iShares S&P 500 Value Index

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Goldman Sachs Group
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Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index