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iShares S&P 500 Value Index shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 160k 197.17
2024-06-30 $29M 158k 182.01
2024-03-31 $29M 155k 186.81

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for West Wealth Group

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index