Accredited Investors »

iShares S&P 500 Value Index shares owned by Accredited Investors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Accredited Investors from 13F filings

Historical chart of Accredited Investors 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 Accredited Investors 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 Accredited Investors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 962 212.07

More positions owned by Accredited Investors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Sezzle (SEZL)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust State Street Spd (SPYV)

View all positions for Accredited Investors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index