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iShares S&P 500 Value Index shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North 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 55 North 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 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 881 227.08

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for 55 North Private Wealth

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index