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iShares S&P 500 Value Index shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors 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 Amplius Wealth Advisors 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $370k 1.7k 212.07
2025-09-30 $360k 1.7k 206.51
2025-06-30 $341k 1.7k 195.42
2025-03-31 $332k 1.7k 190.58
2021-12-31 $273k 1.7k 156.54

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Chubb (CB)

View all positions for Amplius Wealth Advisors

Top funds holding iShares S&P 500 Value Index

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CWM
Park Avenue Securities
Pnc Financial Services
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Lido Advisors
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index