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iShares S&P 500 Value Index shares owned by Bluedoor Private Wealth

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

Historical chart of Bluedoor Private Wealth 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 Bluedoor Private Wealth 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 Bluedoor Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 900 227.06

More positions owned by Bluedoor Private Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Seacoast Bkg Corp Fla Com New (SBCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Bluedoor Private Wealth

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index