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iShares S&P 500 Value Index shares owned by Aegis Wealth Management

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

Historical chart of Aegis 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 Aegis 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $978k 4.6k 212.07

More positions owned by Aegis Wealth Management

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust State Street Spd (CWB)
Pimco Etf Tr Ultra Short Govt (BILZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Lowe's Companies (LOW)
O'reilly Automotive (ORLY)
Aim Etf Products Trust Allianzim Us (SIXF)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Aegis Wealth Management

Top funds holding iShares S&P 500 Value Index

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