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

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

Historical chart of Asempa 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 Asempa 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 Asempa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 5.0k 212.06

More positions owned by Asempa Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Asempa Wealth Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index