Berman McAleer »

iShares S&P 500 Value Index shares owned by Berman McAleer

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

Historical chart of Berman McAleer 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 Berman McAleer 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 Berman McAleer

Quarter filed Position value Share count Share price at filing
2026-03-31 $968k 4.6k 211.15

More positions owned by Berman McAleer

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Starboard Invt Tr Adaptive Alpha (AGOX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Berman McAleer

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index