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iShares S&P 500 Value Index shares owned by Ashton Thomas Securities

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

Historical chart of Ashton Thomas Securities 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 Ashton Thomas Securities 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 Ashton Thomas Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 28k 211.03
2025-09-30 $5.6M 27k 206.51
2024-09-30 $4.0M 20k 197.17

More positions owned by Ashton Thomas Securities

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Ishares Tr Core Univrsl Usd (IUSB)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Amazon (AMZN)

View all positions for Ashton Thomas Securities

Top funds holding iShares S&P 500 Value Index

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CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
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