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iShares S&P 500 Value Index shares owned by Amara Financial

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

Historical chart of Amara Financial 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 Amara Financial 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 Amara Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 7.4k 206.51
2025-06-30 $576k 2.9k 195.45
2025-03-31 $561k 2.9k 190.57
2024-12-31 $559k 2.9k 190.90
2024-09-30 $574k 2.9k 197.17

More positions owned by Amara Financial

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Amara Financial

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