Blalock Williams »

iShares S&P 500 Value Index shares owned by Blalock Williams

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

Historical chart of Blalock Williams 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 Blalock Williams 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 Blalock Williams

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 14k 206.51
2025-06-30 $2.5M 13k 195.42
2025-03-31 $1.9M 10k 190.58
2024-12-31 $1.4M 7.1k 190.88

More positions owned by Blalock Williams

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Arista Networks Com Shs (ANET)

View all positions for Blalock Williams

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index