West Wealth Group »

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
2024-03-31 $29M 155k 186.81

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Global Energ Etf (IXC)

View all positions for West Wealth Group

Top funds holding iShares S&P 500 Value Index

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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