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iShares S&P 500 Value Index shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors 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 WESPAC Advisors 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $282k 1.5k 186.81
2011-03-31 $448k 7.1k 63.33

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vaneck Etf Trust Clo Etf (CLOI)
Owl Rock Capital Corporation (OBDC)
Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Med Dvc Etf (IHI)
Eli Lilly & Co. (LLY)

View all positions for WESPAC Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index