Breachway Investments »

iShares S&P 500 Value Index shares owned by Breachway Investments

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

Historical chart of Breachway Investments 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 Breachway Investments 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 Breachway Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 5.5k 212.07

More positions owned by Breachway Investments

Spdr Series Trust State Street Spd (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec2026 (IBDR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust State Street Spd (SPYV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Breachway Investments

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index