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iShares S&P 500 Value Index shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private Wealth 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 Beverly Hills Private Wealth 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $394k 2.1k 186.81

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Lowe's Companies (LOW)
Merck & Co (MRK)
Chevron Corporation (CVX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Charles Schwab Corporation (SCHW)

View all positions for Beverly Hills Private Wealth

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