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

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

Historical chart of Integer Wealth Advisors 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 Integer Wealth Advisors 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 Integer Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2021-03-31 $8.3M 58k 144.02
2020-12-31 $3.1M 24k 130.11
2020-09-30 $1.2M 11k 112.45
2020-06-30 $1.2M 11k 106.75
2020-03-31 $1.2M 11k 105.56
2019-12-31 $1.1M 8.4k 128.57

More positions owned by Integer Wealth Advisors Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)

View all positions for Integer Wealth Advisors Group

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