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

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

Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $759k 3.7k 206.52
2025-06-30 $731k 3.7k 195.42
2025-03-31 $981k 5.1k 190.58
2024-12-31 $944k 4.9k 190.88
2024-03-31 $213k 1.1k 186.81

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alps Etf Tr Alerian Mlp (AMLP)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Aprio Wealth Management

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index