Tyler-Stone Wealth Management »

iShares S&P 500 Value Index shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $386k 2.1k 186.85
2023-12-31 $360k 2.1k 173.92
2023-09-30 $318k 2.1k 153.77
2023-06-30 $333k 2.1k 161.03
2022-12-31 $249k 1.7k 145.36
2022-09-30 $220k 1.7k 128.43
2022-06-30 $236k 1.7k 137.77
2022-03-31 $267k 1.7k 155.87
2021-12-31 $265k 1.7k 156.71

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Tyler-Stone Wealth Management

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