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iShares S&P 500 Value Index shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment 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 AssuredPartners Investment 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $432k 1.9k 227.12

More positions owned by AssuredPartners Investment Advisors

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Ishares Tr Us Sml Cap Eqt (SMLF)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

View all positions for AssuredPartners Investment Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index