Bellevue Asset Management »

iShares S&P 500 Value Index shares owned by Bellevue Asset Management

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

Historical chart of Bellevue Asset 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 Bellevue Asset 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 Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 73 209.08
2025-06-30 $17k 86 196.90
2025-03-31 $16k 86 191.21
2024-12-31 $16k 86 190.87

More positions owned by Bellevue Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Jp Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Fds Inf Tech Etf (VGT)
Tcw Etf Trust Flexible Income (FLXR)
Jp Morgan Exchange Traded F Short Dura Core (JSCP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Starbucks Corporation (SBUX)
Blackrock Etf Trust Ishares Technolo (TEK)

View all positions for Bellevue Asset Management

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