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

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

Historical chart of Beto 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 Beto Financial Group 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 Beto Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.8M 45k 219.04

More positions owned by Beto Financial Group

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Beto Financial Group

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