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

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

Historical chart of Alpine Bank 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 Alpine Bank 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 Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 25k 206.51
2025-06-30 $4.9M 25k 195.42
2025-03-31 $4.8M 25k 190.58
2024-09-30 $4.9M 25k 197.17

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Jp Morgan Exchange Traded Fd fund (JCPB)
Wisdomtree Floating Rate Treasury Fund (USFR)
Wisdomtree Tr (GDE)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
Vanguard Bd Index Fds (VUSB)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Growth Index (IVW)
RBB (TBIL)
Microsoft Corporation (MSFT)
Colgate-Palmolive Company (CL)
J P Morgan Exchange-traded F (JEPI)

View all positions for Alpine Bank Wealth Management

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index