Berger Financial Group »

iShares S&P 500 Value Index shares owned by Berger Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group 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 Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 1.5k 212.08

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ny Arca Biotech (FBT)
C H Robinson Worldwide Com New (CHRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Berger Financial Group

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index